Who owns AMERICAN CENTY ETF TR?
- Ticker: AVLV
- CUSIP Number: 025072349
Tip: Access positions for across all investors
Analyze quarterly positions in American Centy Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of American Centy Etf Tr stock
Who bought or sold AMERICAN CENTY ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 6.3M | $402M | 3490% | Mar 2024 |
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| Pure Financial Advisors | 1.7M | $112M | -4% | Mar 2024 |
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| Alesco Advisors | 1.1M | $64M | 100% | Dec 2023 |
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| TCG Advisory Services | 899k | $52M | 4% | Dec 2023 |
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| Bridgewater Advisors | 893k | $52M | 4% | Dec 2023 |
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| Park Avenue Securities | 834k | $54M | -4% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 751k | $48M | 32% | Mar 2024 |
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| Beaird Harris Wealth Management | 728k | $42M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 675k | $39M | 30% | Dec 2023 |
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| Falcon Wealth Planning | 616k | $40M | 121% | Mar 2024 |
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| Apollon Wealth Management | 547k | $32M | 41% | Dec 2023 |
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| Watch Point Trust | 529k | $31M | 100% | Dec 2023 |
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| Warren Averett Asset Management | 493k | $29M | 27% | Dec 2023 |
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| Financial Advisory Service | 467k | $27M | 6% | Dec 2023 |
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| Opus Capital Group | 455k | $29M | 3% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 338k | $20M | 16% | Dec 2023 |
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| Visionary Wealth Advisors | 318k | $18M | 721% | Dec 2023 |
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| Fortress Wealth Management | 317k | $20M | 5% | Mar 2024 |
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| Strategic Blueprint | 302k | $19M | 1% | Mar 2024 |
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| Integrated Capital Management | 297k | $19M | -4% | Mar 2024 |
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| Bank of America Corporation | 266k | $15M | 85% | Dec 2023 |
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| UBS Group | 256k | $15M | 37% | Dec 2023 |
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| Chicago Partners Investment | 255k | $16M | 6% | Mar 2024 |
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| Glenview Trust | 245k | $14M | 50% | Dec 2023 |
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| Aire Advisors | 240k | $14M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 221k | $14M | 41% | Mar 2024 |
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| Arlington Financial Advisors | 220k | $14M | 100% | Mar 2024 |
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| Oceanside Advisors | 219k | $14M | 3% | Mar 2024 |
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| Shotwell Rutter Baer | 195k | $13M | -1% | Mar 2024 |
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| WJ Interests | 189k | $12M | 4% | Mar 2024 |
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| Jpmorgan Chase & Co | 186k | $11M | -16% | Dec 2023 |
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| Heritage Wealth Management | 182k | $11M | 100% | Dec 2023 |
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| Nova R Wealth | 167k | $11M | 8% | Mar 2024 |
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| Savant Capital Management | 164k | $9.4M | 65% | Dec 2023 |
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| Lifestyle Asset Management | 160k | $10M | 100% | Mar 2024 |
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| ShoreHaven Wealth Partners | 160k | $9.2M | -25% | Dec 2023 |
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| WESPAC Advisors SoCal | 155k | $10M | 100% | Mar 2024 |
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| Sage Rhino Capital | 155k | $9.9M | -2% | Mar 2024 |
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| B&D White Capital Company | 153k | $8.8M | 100% | Dec 2023 |
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| PCG Wealth Advisors | 147k | $9.5M | 288% | Mar 2024 |
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| Waypoint Capital Advisors | 145k | $8.3M | -6% | Dec 2023 |
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| Northland Capital Management | 143k | $9.2M | 0% | Mar 2024 |
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| Keyes, Stange & Wooten Wealth Management | 139k | $8.0M | 100% | Dec 2023 |
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| Echo Wealth Management | 136k | $8.7M | 1% | Mar 2024 |
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| Stratos Wealth Advisors | 132k | $8.5M | 4% | Mar 2024 |
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| Concord Wealth Partners | 128k | $7.4M | -22% | Dec 2023 |
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| Fonville Wealth Management | 125k | $8.0M | 14% | Mar 2024 |
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| Arden Trust | 124k | $8.0M | 100% | Mar 2024 |
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| Austin Wealth Management | 124k | $7.4M | 34% | Dec 2023 |
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| First National Bank Sioux Falls | 121k | $7.8M | 21% | Mar 2024 |
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| MB Generational Wealth | 117k | $6.7M | 100% | Dec 2023 |
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| Beacon Pointe Advisors | 107k | $6.2M | 28% | Dec 2023 |
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| PrairieView Partners | 106k | $6.1M | 21% | Dec 2023 |
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| Perigon Wealth Management | 105k | $6.8M | 254% | Mar 2024 |
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| Collective Family Office | 102k | $6.6M | 18% | Mar 2024 |
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| Greenwich Wealth Management | 101k | $5.8M | 9% | Dec 2023 |
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| SOL Capital Management | 92k | $5.9M | 8% | Mar 2024 |
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| Larson Financial Group | 91k | $5.3M | -6% | Dec 2023 |
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| Moreno Evelyn V | 88k | $5.1M | 100% | Dec 2023 |
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| Pathstone Holdings | 87k | $5.0M | 100% | Dec 2023 |
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| Cardiff Park Advisors | 83k | $4.8M | -5% | Dec 2023 |
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| Financial Futures Ltd Liability | 82k | $5.3M | -20% | Mar 2024 |
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| Ausdal Financial Partners | 79k | $5.1M | 1% | Mar 2024 |
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| Ml & R Wealth Management | 76k | $4.4M | 7% | Dec 2023 |
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| CI Private Wealth | 70k | $4.1M | 7% | Dec 2023 |
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| Buckingham Asset Management | 69k | $4.0M | 15% | Dec 2023 |
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| Total Wealth Planning | 66k | $4.2M | -10% | Mar 2024 |
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| Rockefeller Capital Management | 64k | $3.7M | 3% | Dec 2023 |
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| Cherry Tree Wealth Management | 63k | $3.6M | 6636% | Dec 2023 |
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| Cambridge Investment Research Advisors | 57k | $3.6M | 19% | Mar 2024 |
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| Royal Bank of Canada | 55k | $3.2M | 100% | Dec 2023 |
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| Fortitude Family Office | 54k | $3.5M | 60% | Mar 2024 |
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| Meritas Wealth Management | 54k | $3.4M | 62% | Mar 2024 |
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| Paladin Advisory Group | 50k | $2.9M | 100% | Dec 2023 |
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| Creative Planning | 44k | $2.6M | 0% | Dec 2023 |
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| Stone Point Wealth | 42k | $2.4M | 45% | Dec 2023 |
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| Bayshore Asset Management | 40k | $2.3M | 3% | Dec 2023 |
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| Buckingham Strategic Partners | 36k | $2.1M | 103% | Dec 2023 |
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| Callan Capital | 36k | $2.1M | 100% | Dec 2023 |
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| WMG Financial Advisors | 36k | $2.1M | 1% | Dec 2023 |
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| CAP Partners | 34k | $2.2M | 2% | Mar 2024 |
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| Plan | 32k | $1.9M | 0% | Dec 2023 |
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| Mattern Capital Management | 32k | $1.9M | 0% | Dec 2023 |
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| Cypress Point Wealth Management | 31k | $1.8M | 0% | Dec 2023 |
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| Private Advisor | 31k | $1.8M | 100% | Dec 2023 |
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| Krasney Financial | 30k | $1.9M | 4% | Mar 2024 |
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| Altiora Financial Group | 30k | $1.9M | -8% | Mar 2024 |
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| Greenspring Advisors | 28k | $1.8M | 139% | Mar 2024 |
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| Jane Street | 28k | $1.6M | 100% | Dec 2023 |
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| Northwest Wealth Management | 27k | $1.6M | 2% | Dec 2023 |
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| Christopher J. Hasenberg | 27k | $1.7M | 100% | Mar 2024 |
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| Mattern Wealth Management | 25k | $1.5M | 0% | Dec 2023 |
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| SC&H Financial Advisors | 23k | $1.3M | 1% | Dec 2023 |
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| Wealth Architects | 23k | $1.3M | -11% | Dec 2023 |
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| USAdvisors Wealth Management | 23k | $1.3M | 13% | Dec 2023 |
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| Summit X | 22k | $1.3M | 45% | Dec 2023 |
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| Foundry Financial Group | 21k | $1.2M | 100% | Dec 2023 |
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| Tortoise Investment Management | 19k | $1.1M | 10% | Dec 2023 |
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| TFB Advisors | 19k | $1.1M | 100% | Dec 2023 |
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| Wealthcare Advisory Partners | 18k | $1.2M | -4% | Mar 2024 |
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| Dixon Fnancial Services | 18k | $1.2M | 100% | Mar 2024 |
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| AE Wealth Management | 18k | $1.0M | -19% | Dec 2023 |
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| Canvas Wealth Advisors | 18k | $1.1M | 300% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 17k | $999k | -5% | Dec 2023 |
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| Orion Portfolio Solutions | 17k | $964k | -4% | Dec 2023 |
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| Orion Capital Management | 16k | $914k | -4% | Dec 2023 |
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| Rosenbaum Jay D. | 16k | $912k | 100% | Dec 2023 |
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| Zrc Wealth Management | 15k | $958k | -5% | Mar 2024 |
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| Tillman Hartley | 15k | $845k | 4% | Dec 2023 |
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| Axxcess Wealth Management | 14k | $802k | 100% | Dec 2023 |
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| CRA Financial Services | 14k | $878k | 48% | Mar 2024 |
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| Farther Finance Advisors | 13k | $721k | 5% | Dec 2023 |
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| Dopkins Wealth Management | 12k | $715k | 42% | Dec 2023 |
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| Wedmont Private Capital | 12k | $755k | 0% | Mar 2024 |
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| Bridgewealth Advisory Group | 11k | $714k | 100% | Mar 2024 |
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| Tranquility Partners | 10k | $585k | 37% | Dec 2023 |
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| Robertson Stephens Wealth Management | 10k | $582k | 0% | Dec 2023 |
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| Acorn Financial Advisory Services | 9.8k | $567k | 5% | Dec 2023 |
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| Raymond James & Associates | 9.7k | $627k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 9.6k | $555k | 100% | Dec 2023 |
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| Ronald Blue Trust | 8.8k | $461k | -17% | Dec 2023 |
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| Sprinkle Financial Consultants | 8.7k | $557k | 0% | Mar 2024 |
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| Aveo Capital Partners | 8.3k | $482k | -4% | Dec 2023 |
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| Truepoint | 8.2k | $474k | 0% | Dec 2023 |
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| Citadel Advisors | 7.9k | $457k | 100% | Dec 2023 |
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| GEM Asset Management | 7.5k | $432k | 56% | Dec 2023 |
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| Elevate Wealth Advisory | 7.4k | $430k | 100% | Dec 2023 |
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| SFG Wealth Management | 7.3k | $471k | 100% | Mar 2024 |
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| Bank of New York Mellon | 6.5k | $417k | 100% | Mar 2024 |
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| Stifel Financial | 6.3k | $367k | -11% | Dec 2023 |
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| Sax Wealth Advisors | 5.9k | $339k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 5.4k | $314k | -97% | Dec 2023 |
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| Bridge Advisory | 5.4k | $347k | -17% | Mar 2024 |
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| Disciplined Investments | 5.3k | $339k | 100% | Mar 2024 |
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| New Century Financial Group | 5.3k | $338k | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 5.2k | $303k | 100% | Dec 2023 |
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| Quarry Hill Advisors | 5.1k | $329k | 0% | Mar 2024 |
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| Capasso Planning Partners | 5.1k | $328k | 16% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 5.0k | $323k | 100% | Mar 2024 |
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| Certified Advisory Corp | 5.0k | $288k | 0% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 4.9k | $283k | 6% | Dec 2023 |
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| My Personal CFO | 4.6k | $298k | 100% | Mar 2024 |
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| Capital Performance Advisors | 4.5k | $291k | -16% | Mar 2024 |
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| Lawrence Cohen | 4.5k | $258k | 100% | Dec 2023 |
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| Gradient Capital Advisors | 4.4k | $286k | -18% | Mar 2024 |
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| Meridian Wealth Management | 4.4k | $282k | 100% | Mar 2024 |
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| Austin Asset Management | 4.4k | $280k | 10% | Mar 2024 |
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| Almanack Investment Partners | 4.1k | $235k | 100% | Dec 2023 |
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| Advisor Group Holdings | 4.0k | $230k | -71% | Dec 2023 |
|
| Atria Wealth Solutions | 3.7k | $216k | 100% | Dec 2023 |
|
Who sold out of American Centy Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| JRM Investment Counsel | Sep 2023 | 461k | $24M |
| Streettalk Advisors | Sep 2023 | 58k | $3.1M |
| Diversified Portfolios | Sep 2023 | 4.2k | $222k |