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American Centy Etf Tr shares owned by EP Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr 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 by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 3.9k 64.97
2025-06-30 $227k 3.9k 58.63
2025-03-31 $320k 6.2k 51.38
2024-12-31 $314k 6.2k 50.43

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding American Centy Etf Tr

Northwest & Ethical Investments
Colony
Willow Creek Wealth Management
Riverwater Partners
CI Private Wealth
HighTower Advisors
Jane Street
Commonwealth Equity Services
LongView Asset Management
Mercer Global Advisors
Highland Financial Advisors
Opes Wealth Management
Citadel Advisors
Journey Strategic Wealth
Northland Capital Management

View all funds holding American Centy Etf Tr