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 | $635 | -2.6% | 8,680 | 0.0% | 0.09% | +1.2% |
| Q2 2023 | $652 | -56.7% | 8,680 | -59.1% | 0.08% | -58.7% |
| Q1 2023 | $1,505 | +4.2% | 21,242 | 0.0% | 0.21% | -3.3% |
| Q4 2022 | $1,444 | -99.9% | 21,242 | +20.6% | 0.21% | +18.3% |
| Q3 2022 | $1,098,000 | -12.0% | 17,607 | -8.2% | 0.18% | -7.7% |
| Q2 2022 | $1,248,000 | +57.0% | 19,190 | +86.0% | 0.20% | +72.6% |
| Q1 2022 | $795,000 | -3.9% | 10,316 | 0.0% | 0.11% | -1.7% |
| Q4 2021 | $827,000 | +5068.8% | 10,316 | +4698.1% | 0.12% | +5650.0% |
| Q3 2021 | $16,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 215 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $12,000 | +9.1% | 215 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $11,000 | -38.9% | 215 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | – | 430 | – | 0.00% | – |
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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% |