Cypress Point Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

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
Cypress Point Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$2,989,917
+6.1%
40,812
+8.9%
2.63%
-12.6%
Q2 2023$2,818,921
+17.5%
37,491
+10.7%
3.00%
-11.2%
Q1 2023$2,399,634
+15.8%
33,855
+11.1%
3.38%
+4.2%
Q4 2022$2,071,71230,4623.25%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,548,703$111,615,00026.65%
WIPFLI FINANCIAL ADVISORS LLC, 1,519,807$112,784,913,00015.93%
Waypoint Wealth Partners Inc. 511,840$37,984,00014.72%
Adero Partners, LLC 411,694$30,552,0007.07%
Great Point Wealth Advisors, LLC 255,292$18,945,0006.61%
RVW Wealth, LLC 455,558$34,000,0004.25%
SAGE RHINO CAPITAL LLC 114,313$8,483,0002.51%
Plancorp, LLC 425,167$31,552,0002.48%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 102,970$7,641,0001.97%
Applied Capital LLC 27,024$2,005,0001.92%
View complete list of AMERICAN CENTY ETF TR shareholders