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 | $2,047,167 | -2.6% | 27,944 | -0.1% | 0.30% | -0.3% |
| Q2 2023 | $2,102,304 | -2.2% | 27,960 | -7.8% | 0.30% | -8.6% |
| Q1 2023 | $2,149,742 | +5.9% | 30,329 | +1.7% | 0.33% | -0.9% |
| Q4 2022 | $2,029,109 | -5.4% | 29,835 | -13.2% | 0.33% | -19.5% |
| Q3 2022 | $2,144,000 | -4.8% | 34,390 | -0.7% | 0.41% | -1.0% |
| Q2 2022 | $2,252,000 | -12.1% | 34,625 | +4.2% | 0.41% | -3.3% |
| Q1 2022 | $2,563,000 | +13.5% | 33,242 | +18.0% | 0.43% | -0.2% |
| Q4 2021 | $2,259,000 | +11.0% | 28,176 | +2.0% | 0.43% | -0.5% |
| Q3 2021 | $2,035,000 | +1.6% | 27,618 | +2.4% | 0.43% | -1.1% |
| Q2 2021 | $2,002,000 | +13.6% | 26,976 | +6.1% | 0.44% | +2.3% |
| Q1 2021 | $1,763,000 | -22.9% | 25,425 | -30.0% | 0.43% | +87.7% |
| Q4 2020 | $2,288,000 | +21.8% | 36,311 | +4.5% | 0.23% | +3.7% |
| Q3 2020 | $1,879,000 | +6.7% | 34,740 | -1.4% | 0.22% | +12.3% |
| Q2 2020 | $1,761,000 | -14.2% | 35,250 | -29.8% | 0.20% | -30.4% |
| Q1 2020 | $2,052,000 | -16.7% | 50,183 | +10.8% | 0.28% | -20.5% |
| Q4 2019 | $2,463,000 | – | 45,276 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |