Integrated Wealth Concepts LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$980,349
+46.3%
12,577
+45.7%
0.02%
+54.5%
Q2 2023$669,996
+146187.3%
8,633
+39.7%
0.01%
+22.2%
Q1 2023$458
-34.9%
6,179
-34.5%
0.01%
-52.6%
Q4 2022$703
-99.8%
9,439
+109.7%
0.02%
+90.0%
Q3 2022$298,000
-2.3%
4,502
+0.9%
0.01%
+11.1%
Q2 2022$305,000
-14.3%
4,4610.0%0.01%
-18.2%
Q1 2022$356,000
-0.8%
4,461
-1.0%
0.01%0.0%
Q4 2021$359,000
+3.2%
4,504
-2.2%
0.01%0.0%
Q3 2021$348,000
+5.5%
4,603
+6.0%
0.01%
-8.3%
Q2 2021$330,000
+5.4%
4,341
+0.0%
0.01%
-7.7%
Q1 2021$313,0004,3400.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Unison Advisors LLC 896,619$71,605,00017.26%
WIPFLI FINANCIAL ADVISORS LLC, 1,159,126$92,567,767,0009.34%
Merriman Wealth Management, LLC 1,311,363$104,725,0008.60%
Truepoint, Inc. 2,144,286$171,243,0008.12%
B&D White Capital Company, LLC 284,060$22,685,0007.23%
Henrickson Nauta Wealth Advisors, Inc. 101,145$8,077,0006.72%
TCI Wealth Advisors, Inc. 538,494$43,004,0006.44%
Hill Investment Group Partners, LLC 230,955$18,444,1056.04%
Aprio Wealth Management, LLC 180,597$14,422,0005.50%
Marquette Asset Management, LLC 283,426$22,634,0005.26%
View complete list of AMERICAN CENTY ETF TR shareholders