Tortoise Investment Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 62 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$13,940,705
+4.8%
190,291
+7.5%
2.08%
+5.1%
Q2 2023$13,307,953
+11.6%
176,991
+5.2%
1.98%
+4.0%
Q1 2023$11,921,165
+30.3%
168,188
+25.1%
1.90%
+18.6%
Q4 2022$9,146,121
+72.6%
134,482
+58.2%
1.60%
+55.5%
Q3 2022$5,299,000
+21.2%
84,995
+26.4%
1.03%
+20.2%
Q2 2022$4,372,000
-2.2%
67,218
+15.9%
0.86%
+3.5%
Q1 2022$4,472,000
+138.6%
58,000
+148.1%
0.83%
+135.9%
Q4 2021$1,874,000
+225.9%
23,380
+199.7%
0.35%
+202.6%
Q3 2021$575,000
+784.6%
7,800
+791.4%
0.12%
+792.3%
Q2 2021$65,0008750.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 603,532$46,532,00044.51%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 725,099$56,007,00028.65%
Waypoint Wealth Partners Inc. 676,135$52,130,00019.05%
WIPFLI FINANCIAL ADVISORS LLC, 1,972,430$152,074,339,00015.35%
Great Point Wealth Advisors, LLC 504,376$38,887,00012.11%
Adero Partners, LLC 709,426$54,697,0008.04%
WorthPointe, LLC 125,148$9,649,0007.75%
Henrickson Nauta Wealth Advisors, Inc. 118,526$9,138,0007.60%
WMG Financial Advisors, LLC 114,270$8,810,0006.48%
Silicon Hills Wealth Management, LLC 125,617$9,685,0006.18%
View complete list of AMERICAN CENTY ETF TR shareholders