AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 213 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,186,383 | -1.7% | 192,986 | +0.5% | 7.64% | +1.0% |
Q2 2023 | $14,436,905 | +10.0% | 192,006 | +3.7% | 7.56% | +2.4% |
Q1 2023 | $13,119,428 | +10.7% | 185,094 | +6.3% | 7.38% | -0.9% |
Q4 2022 | $11,847,090 | +13.6% | 174,196 | +4.1% | 7.45% | -3.0% |
Q3 2022 | $10,432,000 | -0.6% | 167,309 | +3.7% | 7.68% | +1.8% |
Q2 2022 | $10,498,000 | – | 161,413 | – | 7.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BCR Wealth Strategies, LLC | 631,959 | $46,297 | 36.89% |
Waypoint Wealth Partners Inc. | 869,165 | $63,675,010 | 22.11% |
WMG Financial Advisors, LLC | 328,652 | $24,077,022 | 20.45% |
Werba Rubin Papier Wealth Management | 573,657 | $42,026,095 | 14.96% |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 427,205 | $31,297,038 | 14.73% |
Quantum Financial Advisors, LLC | 661,640 | $48,471,721 | 14.25% |
Great Point Wealth Advisors, LLC | 611,101 | $44,769,277 | 13.43% |
CONTINUUM WEALTH ADVISORS, LLC | 258,047 | $18,904,523 | 13.32% |
B&D White Capital Company, LLC | 460,482 | $33,734,919 | 12.59% |
Pacific Life Fund Advisors LLC | 1,464,515 | $107,290,369 | 11.36% |