AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 343 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $620,982 | +0.7% | 6,885 | -0.1% | 0.02% | -4.5% |
| Q1 2024 | $616,632 | +6.9% | 6,890 | -2.6% | 0.02% | -8.3% |
| Q4 2023 | $576,663 | +28.0% | 7,071 | +15.0% | 0.02% | +4.3% |
| Q3 2023 | $450,543 | -2.4% | 6,150 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $461,740 | +6.5% | 6,141 | +0.4% | 0.02% | -8.0% |
| Q1 2023 | $433,640 | +4.6% | 6,118 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $414,486 | +14.2% | 6,094 | +4.7% | 0.02% | +19.0% |
| Q3 2022 | $363,000 | -3.7% | 5,819 | +0.4% | 0.02% | -4.5% |
| Q2 2022 | $377,000 | -15.3% | 5,793 | +0.4% | 0.02% | +4.8% |
| Q1 2022 | $445,000 | -3.3% | 5,771 | +0.6% | 0.02% | -4.5% |
| Q4 2021 | $460,000 | +9.0% | 5,739 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $422,000 | – | 5,727 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 578,236 | $46,351,000 | 43.86% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,522,985 | $122,083,000 | 27.63% |
| Waypoint Wealth Partners Inc. | 696,842 | $55,859,000 | 19.12% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,809,489 | $145,048,628,000 | 16.64% |
| B&D White Capital Company, LLC | 388,998 | $31,182,000 | 10.25% |
| Great Point Wealth Advisors, LLC | 354,946 | $28,452,000 | 8.72% |
| Adero Partners, LLC | 650,592 | $52,151,000 | 8.55% |
| Henrickson Nauta Wealth Advisors, Inc. | 120,996 | $9,076,000 | 7.39% |
| RVW Wealth, LLC | 517,192 | $41,458,000 | 4.63% |
| WMG Financial Advisors, LLC | 70,047 | $5,611,000 | 4.37% |