AMERICAN CENTY ETF TR's ticker is AVSF and the CUSIP is 025072687. A total of 18 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,435,597 | +0.8% | 31,531 | +1.5% | 0.15% | -3.2% |
| Q2 2023 | $1,423,688 | -1.8% | 31,051 | -0.8% | 0.16% | -13.3% |
| Q1 2023 | $1,450,373 | -6.1% | 31,301 | -7.0% | 0.18% | -22.6% |
| Q4 2022 | $1,544,357 | -2.0% | 33,663 | -2.5% | 0.23% | -35.2% |
| Q3 2022 | $1,576,000 | +2.8% | 34,537 | +5.4% | 0.36% | -8.6% |
| Q2 2022 | $1,533,000 | +4.8% | 32,765 | +6.5% | 0.40% | +6.5% |
| Q1 2022 | $1,463,000 | -1.0% | 30,755 | +2.9% | 0.37% | -10.4% |
| Q4 2021 | $1,478,000 | – | 29,899 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verus Financial Partners, Inc. | 1,273,148 | $57,844,351 | 7.54% |
| Pacific Life Fund Advisors LLC | 391,148 | $17,808,851 | 1.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 54,218 | $2,468,529 | 0.57% |
| Strategic Blueprint, LLC | 118,275 | $5,385,034 | 0.50% |
| Tillman Hartley LLC | 25,086 | $1,142,158 | 0.47% |
| Mattern Wealth Management LLC | 34,429 | $1,567,542 | 0.46% |
| GRAND WEALTH MANAGEMENT, LLC | 15,240 | $693,873 | 0.42% |
| SC&H Financial Advisors, Inc. | 25,328 | $1,153,161 | 0.38% |
| Plancorp, LLC | 83,425 | $3,798,315 | 0.20% |
| MORRIS FINANCIAL CONCEPTS, INC. | 6,588 | $299,963 | 0.20% |