AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 25 filers reported holding AMERICAN CENTY ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,200,797 | -17.1% | 43,248 | -14.1% | 1.26% | -11.5% |
| Q2 2023 | $3,858,974 | +8.6% | 50,359 | +0.9% | 1.42% | +0.8% |
| Q1 2023 | $3,552,431 | +26.0% | 49,901 | +26.0% | 1.41% | -5.2% |
| Q4 2022 | $2,819,389 | +4.1% | 39,615 | +0.6% | 1.48% | -2.4% |
| Q3 2022 | $2,709,000 | +2.9% | 39,364 | +5.9% | 1.52% | +9.3% |
| Q2 2022 | $2,632,000 | +10.3% | 37,185 | +11.5% | 1.39% | +4.7% |
| Q1 2022 | $2,386,000 | -3.6% | 33,338 | +3.6% | 1.33% | -42.7% |
| Q4 2021 | $2,476,000 | +8.9% | 32,186 | +14.0% | 2.32% | +11.5% |
| Q3 2021 | $2,274,000 | -29.1% | 28,237 | -34.4% | 2.08% | +197.1% |
| Q2 2021 | $3,209,000 | +26.1% | 43,028 | +23.9% | 0.70% | -6.9% |
| Q1 2021 | $2,545,000 | +74.1% | 34,736 | +51.9% | 0.75% | +68.8% |
| Q4 2020 | $1,462,000 | +96.0% | 22,874 | +70.7% | 0.45% | +46.2% |
| Q3 2020 | $746,000 | – | 13,397 | – | 0.30% | – |
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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% |