AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 34 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,835 | -3.5% | 2,796 | -1.0% | 0.04% | 0.0% |
| Q2 2023 | $212,262 | +5.0% | 2,823 | -1.0% | 0.04% | 0.0% |
| Q1 2023 | $202,150 | +3.2% | 2,852 | -0.9% | 0.04% | -4.4% |
| Q4 2022 | $195,801 | +8.8% | 2,879 | -0.0% | 0.04% | -8.2% |
| Q3 2022 | $180,000 | -5.8% | 2,880 | -1.9% | 0.05% | -3.9% |
| Q2 2022 | $191,000 | -12.4% | 2,937 | +3.7% | 0.05% | -48.5% |
| Q1 2022 | $218,000 | -15.8% | 2,833 | -12.5% | 0.10% | +35.6% |
| Q4 2021 | $259,000 | +8.4% | 3,237 | 0.0% | 0.07% | -8.8% |
| Q3 2021 | $239,000 | -0.4% | 3,237 | 0.0% | 0.08% | -8.0% |
| Q2 2021 | $240,000 | +7.6% | 3,237 | +0.8% | 0.09% | -9.4% |
| Q1 2021 | $223,000 | +11.5% | 3,211 | +1.0% | 0.10% | +6.7% |
| Q4 2020 | $200,000 | +77.0% | 3,178 | +52.1% | 0.09% | +55.2% |
| Q3 2020 | $113,000 | +8.7% | 2,089 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $104,000 | +48.6% | 2,089 | +21.9% | 0.06% | +23.9% |
| Q1 2020 | $70,000 | -23.1% | 1,713 | +2.3% | 0.05% | -2.1% |
| Q4 2019 | $91,000 | – | 1,674 | – | 0.05% | – |
Download | ||||||
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% |