Heritage Wealth Advisors - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is VALQ and the CUSIP is 025072208. A total of 20 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$1,393,517
-10.0%
28,648
-7.9%
0.08%
-7.3%
Q2 2023$1,548,619
+3.2%
31,116
-0.6%
0.08%
-2.4%
Q1 2023$1,501,316
+16.8%
31,317
+15.9%
0.08%
+13.5%
Q4 2022$1,285,025
+12.8%
27,030
-0.3%
0.07%
-10.8%
Q3 2022$1,139,000
-3.3%
27,118
+5.8%
0.08%
+1.2%
Q2 2022$1,178,000
-6.1%
25,631
+6.3%
0.08%
+18.8%
Q1 2022$1,255,000
+7.4%
24,108
+9.2%
0.07%
+7.8%
Q4 2021$1,169,000
-99.9%
22,073
+24.1%
0.06%
+20.8%
Q3 2021$870,779,000
+41.1%
17,783
+43.2%
0.05%
+39.5%
Q2 2021$617,096,000
+4.0%
12,420
-0.9%
0.04%
+5.6%
Q1 2021$593,582,00012,5310.04%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
SYNOVUS FINANCIAL CORP 274,358$14,280,0000.15%
Fortitude Advisory Group L.L.C. 5,387$280,0000.15%
Joseph P. Lucia & Associates, LLC 3,019$157,0000.10%
Private Advisor Group, LLC 208,067$10,834,0000.08%
WealthBridge Capital Management, LLC 4,102$214,0000.08%
AMERICAN CENTURY COMPANIES INC 2,147,744$111,833,0000.08%
Heritage Wealth Advisors 24,108$1,255,0000.07%
Atria Investments, Inc 35,569$1,852,0000.03%
Advisory Services Network, LLC 15,718$818,0000.02%
ENVESTNET ASSET MANAGEMENT INC 773,296$40,266,0000.02%
View complete list of AMERICAN CENTY ETF TR shareholders