SAX WEALTH ADVISORS, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 62 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$14,339,049
-18.1%
158,987
-25.9%
1.37%
-52.2%
Q4 2023$17,506,501
+5.2%
214,672
-5.5%
2.86%
-12.8%
Q3 2023$16,635,310
+3.6%
227,072
+6.3%
3.28%
+2.4%
Q2 2023$16,059,167
+13.3%
213,581
+6.8%
3.20%
+3.9%
Q1 2023$14,174,736
+12.8%
199,982
+8.2%
3.08%
+6.1%
Q4 2022$12,570,085
+50.2%
184,827
+37.7%
2.90%
+34.8%
Q3 2022$8,367,000
+75.1%
134,199
+82.6%
2.15%
+77.2%
Q2 2022$4,779,000
+52.6%
73,474
+80.9%
1.22%
+60.5%
Q1 2022$3,132,000
+94.7%
40,618
+102.4%
0.76%
+126.0%
Q4 2021$1,609,000
+23.7%
20,069
+13.7%
0.34%
+8.4%
Q3 2021$1,301,000
+131.1%
17,658
+132.8%
0.31%
+60.1%
Q2 2021$563,0007,5840.19%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 578,236$46,351,00043.86%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,522,985$122,083,00027.63%
Waypoint Wealth Partners Inc. 696,842$55,859,00019.12%
WIPFLI FINANCIAL ADVISORS LLC, 1,809,489$145,048,628,00016.64%
B&D White Capital Company, LLC 388,998$31,182,00010.25%
Great Point Wealth Advisors, LLC 354,946$28,452,0008.72%
Adero Partners, LLC 650,592$52,151,0008.55%
Henrickson Nauta Wealth Advisors, Inc. 120,996$9,076,0007.39%
RVW Wealth, LLC 517,192$41,458,0004.63%
WMG Financial Advisors, LLC 70,047$5,611,0004.37%
View complete list of AMERICAN CENTY ETF TR shareholders