AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 213 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,497,160 | -3.8% | 443,587 | -1.2% | 6.61% | -18.9% |
| Q2 2023 | $33,767,920 | +5.8% | 449,101 | -0.3% | 8.15% | -9.3% |
| Q1 2023 | $31,928,407 | +2.5% | 450,457 | -1.7% | 8.98% | -15.2% |
| Q4 2022 | $31,150,527 | -3.8% | 458,029 | +0.0% | 10.60% | -3.0% |
| Q3 2022 | $32,374,000 | +105.1% | 457,905 | +88.7% | 10.93% | +41.3% |
| Q2 2022 | $15,782,000 | +943.1% | 242,651 | +1136.8% | 7.74% | +730.3% |
| Q1 2022 | $1,513,000 | – | 19,620 | – | 0.93% | – |
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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% |