Heritage Financial Services, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 120 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$846,959
-2.6%
11,5610.0%0.16%
-5.2%
Q2 2023$869,272
+6.1%
11,5610.0%0.17%
-2.8%
Q1 2023$819,444
-10.8%
11,561
-14.4%
0.18%
-22.8%
Q4 2022$918,203
-8.5%
13,501
-16.1%
0.23%
-61.9%
Q3 2022$1,003,000
+76.9%
16,088
+84.3%
0.61%
+92.7%
Q2 2022$567,000
+50.0%
8,728
+77.9%
0.32%
+27.9%
Q1 2022$378,000
+71.0%
4,906
+77.9%
0.25%
+42.8%
Q4 2021$221,0002,7570.17%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 632,373$39,428,00040.44%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 884,914$55,174,00029.01%
Waypoint Wealth Partners Inc. 636,739$39,701,00016.74%
Silicon Hills Wealth Management, LLC 263,771$16,446,00013.06%
Great Point Wealth Advisors, LLC 487,563$30,400,00011.34%
Quantum Financial Advisors, LLC 400,730$24,986,00011.08%
AWM CAPITAL, LLC 457,905$32,374,00010.93%
WMG Financial Advisors, LLC 183,307$11,426,00010.29%
WIPFLI FINANCIAL ADVISORS LLC, 2,256,772$140,710,0009.89%
Henrickson Nauta Wealth Advisors, Inc. 163,483$10,193,0009.72%
View complete list of AMERICAN CENTY ETF TR shareholders