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 270 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
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$5,765,803
+189.2%
63,929
+187.0%
1.55%
+177.6%
Q1 2024$1,993,408
+42.1%
22,272
+29.5%
0.56%
+28.9%
Q4 2023$1,402,687
+13.1%
17,200
+1.6%
0.43%
+2.9%
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 2023
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 632,373$39,428,00040.44%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 884,914$55,174,00029.01%
Waypoint Wealth Partners Inc. 636,739$39,701,00016.74%
Silicon Hills Wealth Management, LLC 263,771$16,446,00013.06%
Great Point Wealth Advisors, LLC 487,563$30,400,00011.34%
Quantum Financial Advisors, LLC 400,730$24,986,00011.08%
AWM CAPITAL, LLC 457,905$32,374,00010.93%
WMG Financial Advisors, LLC 183,307$11,426,00010.29%
WIPFLI FINANCIAL ADVISORS LLC, 2,256,772$140,710,0009.89%
Henrickson Nauta Wealth Advisors, Inc. 163,483$10,193,0009.72%
View complete list of AMERICAN CENTY ETF TR shareholders