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

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 19k 89.72
2024-06-30 $1.7M 18k 93.71
2024-03-31 $1.7M 18k 93.71
2023-12-31 $1.7M 19k 89.80
2023-09-30 $1.1M 15k 77.61
2023-06-30 $1.1M 15k 77.61
2023-03-31 $438k 5.9k 74.51
2022-12-31 $438k 5.9k 74.51

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB Wealth

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

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