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American Centy Etf Tr Us Sml Cp Valu shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in American Centy Etf Tr Us Sml Cp Valu

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 52k 89.72
2024-03-31 $5.1M 55k 93.71
2023-12-31 $735k 8.2k 89.80
2023-09-30 $656k 8.4k 77.95
2023-06-30 $740k 9.5k 77.61
2023-03-31 $702k 9.5k 74.06

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Merriman Wealth Management
LPL Financial
Morgan Stanley
Mason Investment Advisory Services
Truepoint
Churchill Management Corp.
Buckingham Asset Management
Bank of America Corporation
Unison Advisors
Prime Capital Investment Advisors
Wells Fargo & Company
Honkamp Krueger Financial Services
Evensky & Katz
Empowered Funds

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