AMERICAN CENTY ETF TR's ticker is AVIG and the CUSIP is 025072562. A total of 66 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,527,921 | -2.2% | 63,788 | +2.1% | 0.84% | -1.5% |
| Q2 2023 | $2,584,135 | -2.1% | 62,494 | -0.2% | 0.85% | -11.2% |
| Q1 2023 | $2,638,657 | +29.1% | 62,632 | +25.5% | 0.96% | +13.6% |
| Q4 2022 | $2,044,159 | +37.4% | 49,889 | +35.7% | 0.85% | +13.8% |
| Q3 2022 | $1,488,000 | +5.6% | 36,775 | +11.9% | 0.74% | +13.2% |
| Q2 2022 | $1,409,000 | +44.4% | 32,875 | +52.8% | 0.66% | +41.6% |
| Q1 2022 | $976,000 | +133.5% | 21,519 | +151.0% | 0.46% | +100.9% |
| Q4 2021 | $418,000 | – | 8,573 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 487,546 | $19,321 | 15.39% |
| Hill Investment Group Partners, LLC | 2,161,242 | $85,650,007 | 14.24% |
| Highland Financial Advisors, LLC | 322,483 | $12,780 | 6.62% |
| Pacific Life Fund Advisors LLC | 1,243,393 | $49,275,665 | 5.22% |
| Verus Financial Partners, Inc. | 1,012,306 | $39,986,074 | 5.21% |
| Allegiance Financial Group Advisory Services LLC | 189,939 | $7,527,289 | 4.24% |
| Mattern Wealth Management LLC | 284,136 | $11,260,310 | 3.30% |
| WMG Financial Advisors, LLC | 75,930 | $3,009,093 | 2.56% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 132,973 | $5,269,720 | 2.48% |
| Advisory Resource Group | 213,635 | $8,466,355 | 2.28% |