AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,965 | -18.7% | 9,677 | -16.6% | 0.10% | -21.6% |
| Q2 2023 | $872,450 | -10.0% | 11,603 | -16.4% | 0.12% | -19.9% |
| Q1 2023 | $969,081 | +8.7% | 13,878 | +5.9% | 0.16% | -10.3% |
| Q4 2022 | $891,300 | +17.1% | 13,105 | +7.4% | 0.17% | +8.1% |
| Q3 2022 | $761,000 | -3.8% | 12,203 | +0.3% | 0.16% | -3.6% |
| Q2 2022 | $791,000 | -15.0% | 12,168 | +2.3% | 0.17% | -1.8% |
| Q1 2022 | $931,000 | -11.0% | 11,900 | -12.5% | 0.17% | 0.0% |
| Q4 2021 | $1,046,000 | +18.1% | 13,603 | +12.4% | 0.17% | +6.9% |
| Q3 2021 | $886,000 | 0.0% | 12,098 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $886,000 | – | 12,098 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |