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American Centy Etf Tr Intl Smcp Vlu shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in American Centy Etf Tr Intl Smcp Vlu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Intl Smcp Vlu held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 31k 62.49
2023-09-30 $1.7M 29k 57.85
2023-06-30 $1.7M 68k 24.15
2023-03-31 $1.9M 33k 58.48
2022-12-31 $2.2M 39k 55.35
2022-09-30 $2.4M 51k 47.50
2022-06-30 $2.9M 54k 52.77
2022-03-31 $4.0M 64k 62.58
2021-12-31 $4.4M 69k 64.55

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Savant Capital Management
Creative Planning
Unison Advisors
Buckingham Asset Management
Haverford Trust Company
Accredited Investors
Buckingham Strategic Partners
HPM Partners
Pure Financial Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
HighTower Advisors
Larson Financial Group
TCI Wealth Advisors
Hill Investment Group Partners
CI Private Wealth

View all funds holding American Centy Etf Tr Intl Smcp Vlu