AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 50 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,634,000 | -15.7% | 40,500 | 0.0% | 0.75% | +3.2% |
| Q1 2022 | $3,123,000 | -3.8% | 40,500 | 0.0% | 0.73% | +6.6% |
| Q4 2021 | $3,246,000 | +8.7% | 40,500 | 0.0% | 0.68% | +1.5% |
| Q3 2021 | $2,985,000 | -0.7% | 40,500 | 0.0% | 0.67% | +1.4% |
| Q2 2021 | $3,006,000 | +7.0% | 40,500 | 0.0% | 0.66% | -2.5% |
| Q1 2021 | $2,809,000 | +10.1% | 40,500 | 0.0% | 0.68% | +15.5% |
| Q4 2020 | $2,552,000 | – | 40,500 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |