REGATTA CAPITAL GROUP, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 264 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 946.44 and the average weighting 1.9%.

Quarter-by-quarter ownership
REGATTA CAPITAL GROUP, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$7,734,686
-4.6%
85,760
-5.3%
1.67%
-8.7%
Q1 2024$8,107,339
-9.5%
90,585
-17.6%
1.82%
-22.6%
Q4 2023$8,960,097
-26.6%
109,872
-34.1%
2.36%
-39.2%
Q3 2023$12,208,010
-5.4%
166,639
-2.9%
3.87%
-5.5%
Q2 2023$12,907,129
+17.4%
171,660
+6.2%
4.10%
+4.8%
Q1 2023$10,991,823
+0.0%
161,6210.0%3.91%0.0%
Q4 2022$10,991,820
-8.2%
161,621
-12.2%
3.91%
-20.0%
Q3 2022$11,977,000
+1.1%
184,148
+1.1%
4.90%
-13.3%
Q2 2022$11,846,000
-10.9%
182,139
+5.7%
5.64%
+23.1%
Q1 2022$13,291,000172,3814.59%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 632,373$39,428,00040.44%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 884,914$55,174,00029.01%
Waypoint Wealth Partners Inc. 636,739$39,701,00016.74%
Silicon Hills Wealth Management, LLC 263,771$16,446,00013.06%
Great Point Wealth Advisors, LLC 487,563$30,400,00011.34%
Quantum Financial Advisors, LLC 400,730$24,986,00011.08%
AWM CAPITAL, LLC 457,905$32,374,00010.93%
WMG Financial Advisors, LLC 183,307$11,426,00010.29%
WIPFLI FINANCIAL ADVISORS LLC, 2,256,772$140,710,0009.89%
Henrickson Nauta Wealth Advisors, Inc. 163,483$10,193,0009.72%
View complete list of AMERICAN CENTY ETF TR shareholders