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 | $11,732,061 | +1.1% | 160,143 | +3.8% | 6.92% | -1.3% |
| Q2 2023 | $11,599,681 | +35.6% | 154,272 | +27.8% | 7.01% | +26.2% |
| Q1 2023 | $8,555,219 | -6.5% | 120,700 | -10.3% | 5.55% | -10.4% |
| Q4 2022 | $9,152,178 | +10.1% | 134,571 | +0.9% | 6.20% | -11.2% |
| Q3 2022 | $8,313,000 | -7.5% | 133,333 | -3.5% | 6.98% | -7.4% |
| Q2 2022 | $8,984,000 | -6.9% | 138,127 | +10.4% | 7.54% | -2.8% |
| Q1 2022 | $9,649,000 | +163.7% | 125,148 | +153.8% | 7.75% | +138.5% |
| Q4 2021 | $3,659,000 | – | 49,304 | – | 3.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plancorp, LLC | 387,071 | $19,334,000 | 5.82% |
| MAGNOLIA CAPITAL ADVISORS LLC | 66,228 | $3,308,000 | 4.25% |
| RVW Wealth, LLC | 384,317 | $19,197,000 | 3.51% |
| SAGE RHINO CAPITAL LLC | 105,389 | $5,264,000 | 2.78% |
| Versant Capital Management, Inc | 51,683 | $2,581,000 | 1.18% |
| Golden State Wealth Management, LLC | 66,228 | $3,308,000 | 0.85% |
| CPWM, LLC | 66,051 | $3,299,000 | 0.38% |
| Adero Partners, LLC | 5,727 | $286,000 | 0.30% |
| Magnus Financial Group LLC | 35,250 | $1,761,000 | 0.20% |
| VIVID FINANCIAL MANAGEMENT, INC. | 5,420 | $271,000 | 0.17% |