AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 350 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,597,451 | -1.6% | 28,800 | -2.4% | 0.12% | -9.0% |
| Q1 2024 | $2,639,837 | +7.2% | 29,495 | -0.1% | 0.13% | +25.5% |
| Q4 2023 | $2,462,544 | +11.3% | 29,534 | -2.2% | 0.11% | -16.5% |
| Q3 2023 | $2,211,842 | -2.2% | 30,192 | +0.4% | 0.13% | +0.8% |
| Q2 2023 | $2,261,443 | +0.4% | 30,076 | -5.4% | 0.13% | -12.5% |
| Q1 2023 | $2,252,804 | +3.3% | 31,783 | -0.9% | 0.14% | -18.6% |
| Q4 2022 | $2,181,753 | – | 32,080 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 578,236 | $46,351,000 | 43.86% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,522,985 | $122,083,000 | 27.63% |
| Waypoint Wealth Partners Inc. | 696,842 | $55,859,000 | 19.12% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,809,489 | $145,048,628,000 | 16.64% |
| B&D White Capital Company, LLC | 388,998 | $31,182,000 | 10.25% |
| Great Point Wealth Advisors, LLC | 354,946 | $28,452,000 | 8.72% |
| Adero Partners, LLC | 650,592 | $52,151,000 | 8.55% |
| Henrickson Nauta Wealth Advisors, Inc. | 120,996 | $9,076,000 | 7.39% |
| RVW Wealth, LLC | 517,192 | $41,458,000 | 4.63% |
| WMG Financial Advisors, LLC | 70,047 | $5,611,000 | 4.37% |