AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,297 | -4.9% | 631,959 | -2.4% | 36.89% | -2.0% |
| Q2 2023 | $48,685 | +5.5% | 647,505 | -0.6% | 37.66% | +2.3% |
| Q1 2023 | $46,153 | +3.3% | 651,154 | -0.8% | 36.81% | -4.5% |
| Q4 2022 | $44,663 | -99.9% | 656,718 | +3.8% | 38.53% | -4.7% |
| Q3 2022 | $39,428,000 | -1.1% | 632,373 | +3.2% | 40.44% | -1.8% |
| Q2 2022 | $39,851,000 | -14.4% | 612,709 | +1.5% | 41.18% | -7.5% |
| Q1 2022 | $46,532,000 | +0.4% | 603,532 | +4.4% | 44.51% | +1.5% |
| Q4 2021 | $46,351,000 | – | 578,236 | – | 43.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |