Prosperity Planning, Inc. - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 167 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$2,313,962
-0.7%
31,586
+1.9%
0.97%
+0.5%
Q2 2023$2,330,032
+13.6%
30,989
+7.1%
0.96%
+7.7%
Q1 2023$2,050,454
+33.9%
28,929
+4.2%
0.89%
+18.0%
Q4 2022$1,531,517
-11.5%
27,7550.0%0.76%
-16.3%
Q3 2022$1,731,000
+8.8%
27,755
+85.0%
0.90%
+11.2%
Q2 2022$1,591,000
+28.1%
15,0010.0%0.81%
+33.7%
Q1 2022$1,242,000
+3.3%
15,0010.0%0.61%
-0.2%
Q4 2021$1,202,000
+40.4%
15,001
+29.2%
0.61%
+30.4%
Q3 2021$856,000
+12.3%
11,608
+13.0%
0.47%
-1.3%
Q2 2021$762,000
+31.4%
10,272
+22.8%
0.47%
+14.8%
Q1 2021$580,000
+19.8%
8,363
+8.9%
0.41%
+0.5%
Q4 2020$484,0007,6780.41%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 612,709$39,851,00041.18%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 876,635$57,016,00027.86%
WIPFLI FINANCIAL ADVISORS LLC, 1,825,182$118,709,862,00012.91%
Silicon Hills Wealth Management, LLC 271,000$17,626,00012.90%
Waypoint Wealth Partners Inc. 512,372$33,325,00012.78%
Quantum Financial Advisors, LLC 379,984$27,450,00010.30%
Henrickson Nauta Wealth Advisors, Inc. 149,847$9,746,0008.91%
WMG Financial Advisors, LLC 155,772$10,130,0008.78%
SC&H Financial Advisors, Inc. 263,058$17,109,0007.98%
AWM CAPITAL, LLC 242,651$15,782,0007.74%
View complete list of AMERICAN CENTY ETF TR shareholders