AMERICAN CENTY ETF TR

Ticker: AVLV CUSIP: 025072349 Class: US LARGE CAP VLU

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 36,588 Value ($000) $2,772 Avg Close — Range —
Q3 2025
Shares 36,821 Value ($000) $2,661 Avg Close — Range —
Q2 2025
Shares 37,347 Value ($000) $2,547 Avg Close — Range —
Q1 2025
Shares 5,020 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 5,020 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 5,020 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 5,020 Value ($000) $315 Avg Close — Range —
Q1 2024
Shares 5,020 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 5,847 Value ($000) $338 Avg Close — Range —