HTG Investment Advisors, Inc. - 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
HTG Investment Advisors, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$9,005,998
+2.5%
122,932
+5.2%
7.22%
-0.6%
Q2 2023$8,789,185
+15.1%
116,893
+8.5%
7.26%
+4.3%
Q1 2023$7,635,619
+10.7%
107,726
+6.2%
6.96%
-0.3%
Q4 2022$6,900,499101,4636.98%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,548,703$111,615,00026.65%
WIPFLI FINANCIAL ADVISORS LLC, 1,519,807$112,784,913,00015.93%
Waypoint Wealth Partners Inc. 511,840$37,984,00014.72%
Adero Partners, LLC 411,694$30,552,0007.07%
Great Point Wealth Advisors, LLC 255,292$18,945,0006.61%
RVW Wealth, LLC 455,558$34,000,0004.25%
SAGE RHINO CAPITAL LLC 114,313$8,483,0002.51%
Plancorp, LLC 425,167$31,552,0002.48%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 102,970$7,641,0001.97%
Applied Capital LLC 27,024$2,005,0001.92%
View complete list of AMERICAN CENTY ETF TR shareholders