AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 160 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $742,053 | +2.3% | 10,129 | +5.0% | 0.02% | 0.0% |
| Q2 2023 | $725,132 | +12.0% | 9,644 | +5.5% | 0.02% | +9.1% |
| Q1 2023 | $647,631 | +39.4% | 9,137 | +33.8% | 0.02% | +29.4% |
| Q4 2022 | $464,576 | +15.6% | 6,831 | +5.9% | 0.02% | -19.0% |
| Q3 2022 | $402,000 | +91.4% | 6,453 | +99.4% | 0.02% | +90.9% |
| Q2 2022 | $210,000 | -64.8% | 3,236 | -58.1% | 0.01% | -60.7% |
| Q1 2022 | $596,000 | – | 7,732 | – | 0.03% | – |
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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% |