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American Centy Etf Tr Us Sml Cp Valu shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management 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 Wetherby Asset Management 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 Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 30k 89.80
2023-09-30 $2.3M 30k 77.95
2023-06-30 $2.3M 30k 77.61
2023-03-31 $1.9M 25k 74.06
2022-12-31 $1.9M 25k 74.51

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Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby Asset Management

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