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 | $1,064,468 | +6.4% | 14,530 | +9.2% | 0.66% | +5.6% |
| Q2 2023 | $1,000,854 | +7.7% | 13,311 | +1.5% | 0.63% | -3.1% |
| Q1 2023 | $929,308 | +4.2% | 13,111 | +0.9% | 0.65% | -12.8% |
| Q4 2022 | $891,679 | -4.5% | 13,000 | -13.3% | 0.74% | -9.4% |
| Q3 2022 | $934,000 | -5.6% | 15,000 | 0.0% | 0.82% | -5.0% |
| Q2 2022 | $989,000 | – | 15,000 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 631,959 | $46,297 | 36.89% |
| Waypoint Wealth Partners Inc. | 869,165 | $63,675,010 | 22.11% |
| WMG Financial Advisors, LLC | 328,652 | $24,077,022 | 20.45% |
| Werba Rubin Papier Wealth Management | 573,657 | $42,026,095 | 14.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 427,205 | $31,297,038 | 14.73% |
| Quantum Financial Advisors, LLC | 661,640 | $48,471,721 | 14.25% |
| Great Point Wealth Advisors, LLC | 611,101 | $44,769,277 | 13.43% |
| CONTINUUM WEALTH ADVISORS, LLC | 258,047 | $18,904,523 | 13.32% |
| B&D White Capital Company, LLC | 460,482 | $33,734,919 | 12.59% |
| Pacific Life Fund Advisors LLC | 1,464,515 | $107,290,369 | 11.36% |