AMERICAN CENTY ETF TR's ticker is AVSF and the CUSIP is 025072687. A total of 34 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,963 | +7.0% | 6,588 | +7.8% | 0.20% | +9.9% |
| Q2 2023 | $280,291 | +11.1% | 6,113 | +12.2% | 0.18% | +1.7% |
| Q1 2023 | $252,353 | -0.6% | 5,446 | -1.6% | 0.18% | -13.2% |
| Q4 2022 | $253,932 | +73.9% | 5,535 | +72.8% | 0.20% | +35.8% |
| Q3 2022 | $146,000 | +24.8% | 3,203 | +28.6% | 0.15% | +36.0% |
| Q2 2022 | $117,000 | -2.5% | 2,490 | -1.0% | 0.11% | +11.0% |
| Q1 2022 | $120,000 | +79.1% | 2,515 | +86.0% | 0.10% | +78.6% |
| Q4 2021 | $67,000 | – | 1,352 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verus Financial Partners, Inc. | 1,273,148 | $57,844,351 | 7.54% |
| Pacific Life Fund Advisors LLC | 391,148 | $17,808,851 | 1.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 54,218 | $2,468,529 | 0.57% |
| Strategic Blueprint, LLC | 118,275 | $5,385,034 | 0.50% |
| Tillman Hartley LLC | 25,086 | $1,142,158 | 0.47% |
| Mattern Wealth Management LLC | 34,429 | $1,567,542 | 0.46% |
| GRAND WEALTH MANAGEMENT, LLC | 15,240 | $693,873 | 0.42% |
| SC&H Financial Advisors, Inc. | 25,328 | $1,153,161 | 0.38% |
| Plancorp, LLC | 83,425 | $3,798,315 | 0.20% |
| MORRIS FINANCIAL CONCEPTS, INC. | 6,588 | $299,963 | 0.20% |