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

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

Historical chart of Stokes Family Office 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 Stokes Family Office 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 Stokes Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 114k 95.95
2024-06-30 $9.8M 109k 89.72
2024-03-31 $9.5M 102k 93.71
2023-12-31 $8.4M 93k 89.80
2023-09-30 $6.2M 79k 77.95
2023-06-30 $5.6M 72k 77.61
2023-03-31 $3.9M 52k 74.06

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Exxon Mobil Corporation (XOM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Stokes Family Office

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