AMERICAN CENTY ETF TR's ticker is AVSF and the CUSIP is 025072687. A total of 26 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,080 | -20.0% | 10,742 | -19.5% | 0.18% | -13.3% |
| Q2 2023 | $611,639 | +18.9% | 13,340 | +20.1% | 0.21% | +21.3% |
| Q1 2023 | $514,472 | -1.0% | 11,103 | -2.0% | 0.17% | +33.8% |
| Q4 2022 | $519,511 | -35.2% | 11,324 | -35.6% | 0.13% | -56.7% |
| Q3 2022 | $802,000 | -5.3% | 17,586 | -2.9% | 0.30% | -16.9% |
| Q2 2022 | $847,000 | -1.9% | 18,103 | -0.2% | 0.36% | +31.3% |
| Q1 2022 | $863,000 | +5.6% | 18,142 | +9.7% | 0.28% | +2.2% |
| Q4 2021 | $817,000 | +37.8% | 16,542 | +39.0% | 0.27% | +18.0% |
| Q3 2021 | $593,000 | – | 11,903 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verus Financial Partners, Inc. | 1,273,148 | $57,844,351 | 7.54% |
| Pacific Life Fund Advisors LLC | 391,148 | $17,808,851 | 1.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 54,218 | $2,468,529 | 0.57% |
| Strategic Blueprint, LLC | 118,275 | $5,385,034 | 0.50% |
| Tillman Hartley LLC | 25,086 | $1,142,158 | 0.47% |
| Mattern Wealth Management LLC | 34,429 | $1,567,542 | 0.46% |
| GRAND WEALTH MANAGEMENT, LLC | 15,240 | $693,873 | 0.42% |
| SC&H Financial Advisors, Inc. | 25,328 | $1,153,161 | 0.38% |
| Plancorp, LLC | 83,425 | $3,798,315 | 0.20% |
| MORRIS FINANCIAL CONCEPTS, INC. | 6,588 | $299,963 | 0.20% |