GRAND WEALTH MANAGEMENT, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.

Quarter-by-quarter ownership
GRAND WEALTH MANAGEMENT, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$11,972,258
-4.5%
163,421
-2.0%
7.33%
-1.7%
Q2 2023$12,538,338
+4.6%
166,755
-1.4%
7.46%
+3.4%
Q1 2023$11,992,023
-0.4%
169,188
-4.4%
7.21%
-3.7%
Q4 2022$12,035,587
+24.0%
176,968
+13.6%
7.49%
+46.7%
Q3 2022$9,710,000
+21.9%
155,734
+27.2%
5.10%
+26.1%
Q2 2022$7,964,000
+96.0%
122,449
+132.3%
4.05%
+113.2%
Q1 2022$4,063,000
+202.1%
52,702
+214.1%
1.90%
+214.9%
Q4 2021$1,345,00016,7800.60%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 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