AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 270 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $860,876 | +7.1% | 9,545 | +6.3% | 0.09% | -2.2% |
| Q1 2024 | $803,767 | +1.6% | 8,981 | -7.5% | 0.09% | -10.0% |
| Q4 2023 | $791,440 | +11.6% | 9,705 | +0.3% | 0.10% | +2.0% |
| 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 ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 578,236 | $46,351,000 | 43.86% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,522,985 | $122,083,000 | 27.63% |
| Waypoint Wealth Partners Inc. | 696,842 | $55,859,000 | 19.12% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,809,489 | $145,048,628,000 | 16.64% |
| B&D White Capital Company, LLC | 388,998 | $31,182,000 | 10.25% |
| Great Point Wealth Advisors, LLC | 354,946 | $28,452,000 | 8.72% |
| Adero Partners, LLC | 650,592 | $52,151,000 | 8.55% |
| Henrickson Nauta Wealth Advisors, Inc. | 120,996 | $9,076,000 | 7.39% |
| RVW Wealth, LLC | 517,192 | $41,458,000 | 4.63% |
| WMG Financial Advisors, LLC | 70,047 | $5,611,000 | 4.37% |