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 | $14,353 | -46.2% | 195,913 | -44.8% | 0.06% | -48.1% |
| Q2 2023 | $26,683 | +1191.5% | 354,879 | +1117.5% | 0.11% | +1077.8% |
| Q1 2023 | $2,066 | -90.6% | 29,149 | -90.9% | 0.01% | -91.8% |
| Q4 2022 | $21,868 | -99.9% | 321,542 | +22.8% | 0.11% | +13.4% |
| Q3 2022 | $16,325,000 | +696.0% | 261,826 | +730.5% | 0.10% | +646.2% |
| Q2 2022 | $2,051,000 | -21.5% | 31,527 | -6.9% | 0.01% | -13.3% |
| Q1 2022 | $2,612,000 | -4.0% | 33,878 | -0.2% | 0.02% | -11.8% |
| Q4 2021 | $2,721,000 | +8.1% | 33,946 | -0.6% | 0.02% | -5.6% |
| Q3 2021 | $2,517,000 | -17.4% | 34,158 | -16.9% | 0.02% | -21.7% |
| Q2 2021 | $3,049,000 | +16.5% | 41,084 | +8.8% | 0.02% | -4.2% |
| Q1 2021 | $2,618,000 | – | 37,752 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |