AMERICAN CENTY ETF TR's ticker is AVIG and the CUSIP is 025072562. A total of 1 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,780 | +14.6% | 322,483 | +19.6% | 6.62% | +15.1% |
Q2 2023 | $11,152 | +20.7% | 269,699 | +22.9% | 5.75% | +14.6% |
Q1 2023 | $9,242 | +18.4% | 219,383 | +15.1% | 5.02% | +9.1% |
Q4 2022 | $7,809 | -99.8% | 190,593 | +84.0% | 4.60% | +58.1% |
Q3 2022 | $4,192,000 | -4.9% | 103,567 | +0.7% | 2.91% | -3.7% |
Q2 2022 | $4,408,000 | – | 102,834 | – | 3.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Life Fund Advisors LLC | 1,301,974 | $53,347,343 | 19.03% |
BCR Wealth Strategies, LLC | 464,848 | $19,046 | 16.43% |
Hill Investment Group Partners, LLC | 1,427,894 | $58,506,795 | 14.16% |
Highland Financial Advisors, LLC | 190,593 | $7,809 | 4.60% |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 184,947 | $7,578,055 | 3.82% |
Quantum Financial Advisors, LLC | 193,398 | $7,924,328 | 3.57% |
Verus Financial Partners, Inc. | 326,458 | $13,845,097 | 1.90% |
WMG Financial Advisors, LLC | 54,530 | $2,234,317 | 1.90% |
Allegiance Financial Group Advisory Services LLC | 46,487 | $1,904,763 | 1.83% |
GRAND WEALTH MANAGEMENT, LLC | 53,496 | $2,191,957 | 1.36% |