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

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

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

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All positions including American Centy Etf Tr Us Sml Cp Valu held by Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $863k 9.0k 95.95
2024-06-30 $809k 9.0k 89.72
2024-03-31 $857k 9.1k 93.71
2023-12-31 $882k 9.8k 89.80
2023-09-30 $793k 10k 77.95
2023-06-30 $980k 13k 77.61
2023-03-31 $831k 11k 74.06

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Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
LPL Financial
Merriman Wealth Management
Morgan Stanley
Mason Investment Advisory Services
Truepoint
Churchill Management Corp.
Envestnet Asset Management
Colony
Buckingham Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Advisor Group Holdings
Wells Fargo & Company
Unison Advisors

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