SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 167 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$1,240,210
+14.8%
16,928
+17.8%
0.42%
+18.0%
Q2 2023$1,080,418
+22.1%
14,369
+15.1%
0.36%
+11.2%
Q1 2023$884,597
+11.4%
12,480
+6.9%
0.32%
+2.6%
Q4 2022$794,078
+45.4%
11,676
+33.4%
0.31%
+28.9%
Q3 2022$546,000
+67.0%
8,753
+74.3%
0.24%
+84.7%
Q2 2022$327,000
+33.5%
5,021
+58.3%
0.13%
+57.8%
Q1 2022$245,000
+11.9%
3,171
+16.2%
0.08%
+12.2%
Q4 2021$219,0002,7280.07%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Pacific Life Fund Advisors LLC 2,083,556$141,702,64450.55%
BCR Wealth Strategies, LLC 656,718$44,66338.53%
Waypoint Wealth Partners Inc. 733,914$49,913,48019.62%
Quantum Financial Advisors, LLC 528,744$35,959,88616.19%
Werba Rubin Papier Wealth Management 533,362$36,273,99014.96%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 432,102$29,387,24114.23%
CONTINUUM WEALTH ADVISORS, LLC 202,965$13,803,65013.71%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 397,172$27,011,66813.62%
Silicon Hills Wealth Management, LLC 250,503$17,036,69412.66%
Great Point Wealth Advisors, LLC 512,995$34,888,77311.70%
View complete list of AMERICAN CENTY ETF TR shareholders