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American Centy Etf Tr Us Sml Cp Valu shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office investment in American Centy Etf Tr Us Sml Cp Valu

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 178k 65.71
2023-06-30 $12M 154k 77.61
2023-03-31 $1.4M 19k 74.06
2022-12-31 $1.7M 22k 74.51
2022-09-30 $2.2M 34k 66.14
2022-06-30 $23M 331k 68.36

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding American Centy Etf Tr Us Sml Cp Valu

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

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