Forum Financial Management, LP - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVMU and the CUSIP is 025072695. A total of 24 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
Forum Financial Management, LP ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$4,310,113
-9.9%
97,098
-6.3%
0.10%
-11.2%
Q2 2023$4,782,729
-0.5%
103,647
+0.4%
0.11%
-23.0%
Q1 2023$4,807,540
+4.8%
103,190
+2.8%
0.14%
-7.9%
Q4 2022$4,588,457100,3380.15%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Plancorp, LLC 138,118$6,885,0000.48%
Evanson Asset Management, LLC 10,703$537,0000.06%
PrairieView Partners, LLC 2,832$141,0000.02%
TCI Wealth Advisors, Inc. 1,000$50,0000.01%
Tortoise Investment Management, LLC 800$40,0000.01%
ENVESTNET ASSET MANAGEMENT INC 104,395$5,204,0000.00%
JANE STREET GROUP, LLC 159,470$7,950,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 442$22,0000.00%
View complete list of AMERICAN CENTY ETF TR shareholders