AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,200 | -2.4% | 3,565 | +0.2% | 0.20% | +0.5% |
| Q2 2023 | $267,526 | +6.1% | 3,558 | 0.0% | 0.20% | 0.0% |
| Q1 2023 | $252,191 | +9.8% | 3,558 | +5.4% | 0.20% | -0.5% |
| Q4 2022 | $229,602 | +4.4% | 3,376 | +18.5% | 0.20% | +2.5% |
| Q1 2022 | $220,000 | +5.8% | 2,849 | +9.8% | 0.20% | +8.7% |
| Q4 2021 | $208,000 | – | 2,595 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |