AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 612,709 | $39,851,000 | 41.18% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 876,635 | $57,016,000 | 27.86% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,825,182 | $118,709,862,000 | 12.91% |
| Silicon Hills Wealth Management, LLC | 271,000 | $17,626,000 | 12.90% |
| Waypoint Wealth Partners Inc. | 512,372 | $33,325,000 | 12.78% |
| Quantum Financial Advisors, LLC | 379,984 | $27,450,000 | 10.30% |
| Henrickson Nauta Wealth Advisors, Inc. | 149,847 | $9,746,000 | 8.91% |
| WMG Financial Advisors, LLC | 155,772 | $10,130,000 | 8.78% |
| SC&H Financial Advisors, Inc. | 263,058 | $17,109,000 | 7.98% |
| AWM CAPITAL, LLC | 242,651 | $15,782,000 | 7.74% |