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 | $285,292 | -53.9% | 3,894 | -52.7% | 0.03% | -43.1% |
| Q2 2023 | $619,510 | +12.0% | 8,239 | +5.6% | 0.05% | -8.9% |
| Q1 2023 | $552,957 | +6.2% | 7,801 | +1.9% | 0.06% | +21.7% |
| Q4 2022 | $520,761 | +7.2% | 7,657 | -1.9% | 0.05% | 0.0% |
| Q3 2022 | $486,000 | -31.2% | 7,802 | -27.6% | 0.05% | -29.2% |
| Q2 2022 | $706,000 | – | 10,773 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |