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American Centy Etf Tr Us Sml Cp Valu shares owned by Total Wealth Planning

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in American Centy Etf Tr Us Sml Cp Valu

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All positions including American Centy Etf Tr Us Sml Cp Valu held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 17k 95.95
2024-06-30 $1.7M 17k 98.08
2024-03-31 $1.7M 18k 93.71
2023-12-31 $1.7M 19k 89.80
2023-09-30 $1.5M 19k 77.95
2023-06-30 $1.5M 19k 77.61
2023-03-31 $1.3M 18k 74.06
2022-12-31 $1.3M 18k 74.51
2022-09-30 $320k 4.8k 66.07

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
LPL Financial
Merriman Wealth Management
Morgan Stanley
Mason Investment Advisory Services
Truepoint
Churchill Management Corp.
Envestnet Asset Management
Colony
Buckingham Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Advisor Group Holdings
Wells Fargo & Company
Unison Advisors

View all funds holding American Centy Etf Tr Us Sml Cp Valu