AMERICAN CENTY ETF TR's ticker is AVSF and the CUSIP is 025072687. A total of 42 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,161 | -15.9% | 25,328 | -15.3% | 0.38% | -15.5% |
| Q2 2023 | $1,371,444 | +5.5% | 29,912 | +6.6% | 0.45% | -4.4% |
| Q1 2023 | $1,300,419 | +9.1% | 28,065 | +8.0% | 0.47% | -4.0% |
| Q4 2022 | $1,192,219 | +34.3% | 25,987 | +33.6% | 0.49% | +11.3% |
| Q3 2022 | $888,000 | +107.0% | 19,453 | +112.5% | 0.44% | +122.0% |
| Q2 2022 | $429,000 | – | 9,156 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verus Financial Partners, Inc. | 1,273,148 | $57,844,351 | 7.54% |
| Pacific Life Fund Advisors LLC | 391,148 | $17,808,851 | 1.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 54,218 | $2,468,529 | 0.57% |
| Strategic Blueprint, LLC | 118,275 | $5,385,034 | 0.50% |
| Tillman Hartley LLC | 25,086 | $1,142,158 | 0.47% |
| Mattern Wealth Management LLC | 34,429 | $1,567,542 | 0.46% |
| GRAND WEALTH MANAGEMENT, LLC | 15,240 | $693,873 | 0.42% |
| SC&H Financial Advisors, Inc. | 25,328 | $1,153,161 | 0.38% |
| Plancorp, LLC | 83,425 | $3,798,315 | 0.20% |
| MORRIS FINANCIAL CONCEPTS, INC. | 6,588 | $299,963 | 0.20% |