AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,000 | +213.0% | 21,062 | +221.4% | 0.00% | – |
| Q2 2023 | $493,000 | +356.5% | 6,553 | +328.6% | 0.00% | – |
| Q1 2023 | $108,000 | +33.3% | 1,529 | +27.6% | 0.00% | – |
| Q4 2022 | $81,000 | +8.0% | 1,198 | 0.0% | 0.00% | – |
| Q3 2022 | $75,000 | -5.1% | 1,198 | -1.9% | 0.00% | – |
| Q2 2022 | $79,000 | -86.5% | 1,221 | -84.6% | 0.00% | – |
| Q2 2021 | $587,000 | -41.4% | 7,911 | -45.2% | 0.00% | – |
| Q1 2021 | $1,002,000 | +279.5% | 14,444 | +245.3% | 0.00% | – |
| Q4 2020 | $264,000 | +65.0% | 4,183 | +41.8% | 0.00% | – |
| Q3 2020 | $160,000 | – | 2,950 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |