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

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

Historical chart of EP Wealth Advisors 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 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 Us Sml Cp Valu by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 131k 89.80
2023-09-30 $10M 132k 77.95
2023-06-30 $10M 2.3M 4.46
2023-03-31 $10M 138k 74.06
2022-12-31 $11M 147k 74.51
2022-09-30 $10M 157k 66.14
2022-06-30 $11M 160k 68.36
2022-03-31 $15M 182k 79.86
2021-12-31 $15M 184k 79.74

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 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
Honkamp Krueger Financial Services
Commonwealth Equity Services
HighTower Advisors
Plan
TCI Wealth Advisors
CI Private Wealth

View all funds holding American Centy Etf Tr Us Sml Cp Valu