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 | $25,155,273 | +13.2% | 277,560 | +11.8% | 3.11% | -6.4% |
| Q1 2024 | $22,213,228 | +40.8% | 248,193 | +28.3% | 3.33% | +39.0% |
| Q4 2023 | $15,781,669 | +97.7% | 193,521 | +77.6% | 2.39% | +86.9% |
| 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 ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 632,373 | $39,428,000 | 40.44% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 884,914 | $55,174,000 | 29.01% |
| Waypoint Wealth Partners Inc. | 636,739 | $39,701,000 | 16.74% |
| Silicon Hills Wealth Management, LLC | 263,771 | $16,446,000 | 13.06% |
| Great Point Wealth Advisors, LLC | 487,563 | $30,400,000 | 11.34% |
| Quantum Financial Advisors, LLC | 400,730 | $24,986,000 | 11.08% |
| AWM CAPITAL, LLC | 457,905 | $32,374,000 | 10.93% |
| WMG Financial Advisors, LLC | 183,307 | $11,426,000 | 10.29% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,256,772 | $140,710,000 | 9.89% |
| Henrickson Nauta Wealth Advisors, Inc. | 163,483 | $10,193,000 | 9.72% |