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American Centy Etf Tr Us Sml Cp Valu shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 166k 95.95
2024-06-30 $14M 152k 89.72
2024-03-31 $15M 154k 93.71
2023-12-31 $14M 153k 89.80
2023-09-30 $13M 168k 77.95
2023-06-30 $13M 168k 77.61
2023-03-31 $12M 165k 74.06
2022-12-31 $7.4M 100k 74.51

More positions owned by WESPAC Advisors SoCal

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Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Metropcs Communications (TMUS)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for WESPAC Advisors SoCal

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