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 | $7,980,951 | +16.0% | 108,940 | +19.0% | 1.28% | -7.2% |
| Q2 2023 | $6,881,105 | +22.7% | 91,516 | +15.6% | 1.38% | +12.7% |
| Q1 2023 | $5,609,494 | +35.4% | 79,141 | +29.9% | 1.22% | +22.2% |
| Q4 2022 | $4,142,013 | +320.1% | 60,903 | +301.7% | 1.00% | +391.2% |
| Q2 2022 | $986,000 | +86.0% | 15,163 | +120.7% | 0.20% | +58.1% |
| Q1 2022 | $530,000 | +15.5% | 6,869 | +20.0% | 0.13% | +27.7% |
| Q4 2021 | $459,000 | +23.4% | 5,725 | +13.4% | 0.10% | -1.0% |
| Q3 2021 | $372,000 | -1.8% | 5,050 | -1.2% | 0.10% | -15.0% |
| Q2 2021 | $379,000 | +4.7% | 5,110 | 0.0% | 0.12% | -34.8% |
| Q1 2021 | $362,000 | – | 5,110 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |