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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
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)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Churchill Management Corp.
Truepoint
Buckingham Asset Management
Bank of America Corporation
3EDGE Asset Management
Unison Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Commonwealth Equity Services
HighTower Advisors
Plan
TCI Wealth Advisors
CI Private Wealth
Carlson Capital Management

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