AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,860,171 | +20.9% | 85,592 | +11.6% | 2.57% | +10.6% |
| Q3 2023 | $5,673,694 | +2.5% | 76,661 | +4.1% | 2.33% | +7.1% |
| Q2 2023 | $5,536,895 | +26.9% | 73,639 | +19.6% | 2.17% | +20.9% |
| Q1 2023 | $4,362,731 | -0.1% | 61,551 | -4.2% | 1.80% | +20.6% |
| Q4 2022 | $4,368,581 | +104.2% | 64,234 | +92.7% | 1.49% | +80.4% |
| Q3 2022 | $2,139,000 | +36.7% | 33,336 | +39.7% | 0.82% | +32.2% |
| Q2 2022 | $1,565,000 | – | 23,871 | – | 0.62% | – |
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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% |