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

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

Historical chart of BigSur Wealth 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 BigSur Wealth 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 15k 89.80
2023-09-30 $1.0M 13k 77.95
2023-06-30 $973k 13k 77.61
2023-03-31 $929k 13k 74.06
2022-12-31 $934k 13k 74.51
2022-09-30 $786k 12k 66.16

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Russell 3000 Etf (IWV)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Energy (XLE)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Airbnb Com Cl A (ABNB)
Ishares Tr Msci Usa Esg Slc (SUSA)
Palo Alto Networks (PANW)

View all positions for BigSur Wealth 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