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 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
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 2022
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 631,959$46,29736.89%
Waypoint Wealth Partners Inc. 869,165$63,675,01022.11%
WMG Financial Advisors, LLC 328,652$24,077,02220.45%
Werba Rubin Papier Wealth Management 573,657$42,026,09514.96%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 427,205$31,297,03814.73%
Quantum Financial Advisors, LLC 661,640$48,471,72114.25%
Great Point Wealth Advisors, LLC 611,101$44,769,27713.43%
CONTINUUM WEALTH ADVISORS, LLC 258,047$18,904,52313.32%
B&D White Capital Company, LLC 460,482$33,734,91912.59%
Pacific Life Fund Advisors LLC 1,464,515$107,290,36911.36%
View complete list of AMERICAN CENTY ETF TR shareholders