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 | $37,848,333 | -1.6% | 516,630 | +1.0% | 4.60% | -1.5% |
| Q2 2023 | $38,468,639 | +4.4% | 511,619 | -1.6% | 4.67% | -15.0% |
| Q1 2023 | $36,863,692 | +6.3% | 520,086 | +2.0% | 5.49% | -16.1% |
| Q4 2022 | $34,693,458 | +10.8% | 510,123 | +1.6% | 6.55% | -0.7% |
| Q3 2022 | $31,298,000 | +3222.5% | 501,972 | +3365.5% | 6.59% | +2297.8% |
| Q2 2022 | $942,000 | – | 14,485 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 612,709 | $39,851,000 | 41.18% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 876,635 | $57,016,000 | 27.86% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,825,182 | $118,709,862,000 | 12.91% |
| Silicon Hills Wealth Management, LLC | 271,000 | $17,626,000 | 12.90% |
| Waypoint Wealth Partners Inc. | 512,372 | $33,325,000 | 12.78% |
| Quantum Financial Advisors, LLC | 379,984 | $27,450,000 | 10.30% |
| Henrickson Nauta Wealth Advisors, Inc. | 149,847 | $9,746,000 | 8.91% |
| WMG Financial Advisors, LLC | 155,772 | $10,130,000 | 8.78% |
| SC&H Financial Advisors, Inc. | 263,058 | $17,109,000 | 7.98% |
| AWM CAPITAL, LLC | 242,651 | $15,782,000 | 7.74% |