AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 334 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,421,285 | -13.3% | 60,110 | -13.9% | 0.04% | -20.0% |
| Q1 2024 | $6,249,613 | +18.1% | 69,828 | +7.6% | 0.04% | +9.8% |
| Q4 2023 | $5,292,808 | +36.7% | 64,903 | +22.8% | 0.04% | +17.1% |
| Q3 2023 | $3,872,220 | -18.8% | 52,856 | -14.9% | 0.04% | -14.6% |
| Q2 2023 | $4,770,538 | -20.8% | 62,140 | -26.9% | 0.04% | -29.3% |
| Q1 2023 | $6,021,981 | +261.8% | 84,960 | +24.5% | 0.06% | -31.0% |
| Q4 2022 | $1,664,656 | -57.3% | 68,237 | +9.2% | 0.08% | +86.7% |
| Q3 2022 | $3,897,000 | +107.1% | 62,493 | +116.0% | 0.04% | +164.7% |
| Q2 2022 | $1,882,000 | +36.6% | 28,930 | +61.8% | 0.02% | +54.5% |
| Q1 2022 | $1,378,000 | -61.9% | 17,875 | -60.3% | 0.01% | -59.3% |
| Q4 2021 | $3,613,000 | -45.9% | 45,077 | -50.2% | 0.03% | -35.7% |
| Q3 2021 | $6,673,000 | +9.1% | 90,545 | +9.8% | 0.04% | -20.8% |
| Q2 2021 | $6,118,000 | -7.1% | 82,445 | -13.2% | 0.05% | -15.9% |
| Q1 2021 | $6,589,000 | – | 95,004 | – | 0.06% | – |
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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% |