AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,314 | -5.9% | 9,805 | -3.4% | 0.10% | -16.4% |
| Q2 2023 | $763,028 | -95.8% | 10,148 | -96.1% | 0.12% | -96.3% |
| Q1 2023 | $18,358,345 | +2.6% | 259,006 | -1.6% | 3.28% | +1.1% |
| Q4 2022 | $17,899,008 | +39.6% | 263,182 | +28.0% | 3.24% | -0.8% |
| Q3 2022 | $12,819,000 | -0.8% | 205,596 | +3.5% | 3.27% | +2.7% |
| Q2 2022 | $12,917,000 | -26.0% | 198,604 | -12.3% | 3.18% | +14.1% |
| Q1 2022 | $17,461,000 | +6.6% | 226,474 | +10.9% | 2.79% | +39.2% |
| Q4 2021 | $16,375,000 | +144.1% | 204,277 | +124.4% | 2.00% | +133.3% |
| Q3 2021 | $6,708,000 | +34.3% | 91,013 | +35.2% | 0.86% | +28.1% |
| Q2 2021 | $4,995,000 | – | 67,305 | – | 0.67% | – |
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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% |