BerganKDV Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

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
BerganKDV Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2023$107,071
-22.1%
1,424
-26.6%
0.01%
-21.4%
Q1 2023$137,508
-33.8%
1,940
-36.5%
0.01%
-39.1%
Q4 2022$207,771
-28.4%
3,055
-34.4%
0.02%
-34.3%
Q3 2022$290,000
-4.3%
4,6550.0%0.04%0.0%
Q2 2022$303,000
-15.6%
4,6550.0%0.04%
-7.9%
Q1 2022$359,000
-3.8%
4,6550.0%0.04%
-2.6%
Q4 2021$373,000
+8.7%
4,6550.0%0.04%0.0%
Q3 2021$343,000
-0.6%
4,6550.0%0.04%
-4.9%
Q2 2021$345,000
+6.8%
4,6550.0%0.04%0.0%
Q1 2021$323,0004,6550.04%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 612,709$39,851,00041.18%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 876,635$57,016,00027.86%
WIPFLI FINANCIAL ADVISORS LLC, 1,825,182$118,709,862,00012.91%
Silicon Hills Wealth Management, LLC 271,000$17,626,00012.90%
Waypoint Wealth Partners Inc. 512,372$33,325,00012.78%
Quantum Financial Advisors, LLC 379,984$27,450,00010.30%
Henrickson Nauta Wealth Advisors, Inc. 149,847$9,746,0008.91%
WMG Financial Advisors, LLC 155,772$10,130,0008.78%
SC&H Financial Advisors, Inc. 263,058$17,109,0007.98%
AWM CAPITAL, LLC 242,651$15,782,0007.74%
View complete list of AMERICAN CENTY ETF TR shareholders