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 | $846,959 | -2.6% | 11,561 | 0.0% | 0.16% | -5.2% |
| Q2 2023 | $869,272 | +6.1% | 11,561 | 0.0% | 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 | $221,000 | – | 2,757 | – | 0.17% | – |
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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% |