Who owns AMERICAN CENTY ETF TR?
- Ticker: AVGE
- CUSIP Number: 025072232
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 |
|---|---|---|---|---|---|
| Paragon Advisors | 144k | $9.3M | -16% | Dec 2023 |
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| Intelligent Financial Strategies | 102k | $6.6M | -26% | Dec 2023 |
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| Nova R Wealth | 102k | $7.1M | 100% | Mar 2024 |
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| Compass Ion Advisors | 74k | $5.2M | 9% | Mar 2024 |
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| Sprinkle Financial Consultants | 51k | $3.5M | 6% | Mar 2024 |
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| Commonwealth Equity Services | 41k | $2.7M | 7% | Dec 2023 |
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| CI Private Wealth | 32k | $2.0M | 100% | Dec 2023 |
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| Wealthstream Advisors | 31k | $2.0M | 217% | Dec 2023 |
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| Advisory Services Network | 28k | $1.8M | 2% | Dec 2023 |
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| Meredith Wealth Planning | 26k | $1.8M | 39% | Mar 2024 |
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| WCG Wealth Advisors | 21k | $1.4M | 1% | Dec 2023 |
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| Aveo Capital Partners | 20k | $1.3M | 10% | Dec 2023 |
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| Evanson Asset Management | 19k | $1.3M | 10% | Mar 2024 |
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| UMA Financial Services | 18k | $1.2M | 2% | Mar 2024 |
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| Fermata Advisors | 18k | $1.3M | 6% | Mar 2024 |
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| Waypoint Capital Advisors | 17k | $1.1M | 0% | Dec 2023 |
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| Collaborative Wealth Managment | 16k | $1.1M | 9% | Dec 2023 |
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| SC&H Financial Advisors | 13k | $829k | 58% | Dec 2023 |
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| Werba Rubin Papier Wealth Management | 12k | $755k | 2% | Dec 2023 |
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| Sax Wealth Advisors | 12k | $754k | 1% | Dec 2023 |
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| Oceanside Advisors | 11k | $798k | 4% | Mar 2024 |
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| TCG Advisory Services | 9.3k | $602k | 100% | Dec 2023 |
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| WMG Financial Advisors | 9.3k | $600k | 14% | Dec 2023 |
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| Apella Capital | 8.2k | $568k | 5% | Mar 2024 |
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| Plan | 8.0k | $519k | 0% | Dec 2023 |
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| Creative Planning | 7.8k | $506k | 1% | Dec 2023 |
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| Waypoint Wealth Partners | 6.6k | $457k | 0% | Mar 2024 |
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| Integrity Wealth Solutions | 5.9k | $411k | 21% | Mar 2024 |
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| Northwest Wealth Management | 5.6k | $364k | 19% | Dec 2023 |
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| Cambridge Investment Research Advisors | 4.7k | $330k | 100% | Mar 2024 |
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| Lam Group | 4.7k | $327k | 23% | Mar 2024 |
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| Barlow Wealth Partners | 4.5k | $303k | 0% | Mar 2024 |
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| Creative Capital Management Investments | 4.0k | $282k | 1% | Mar 2024 |
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| WESPAC Advisors SoCal | 3.7k | $256k | -2% | Mar 2024 |
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| GEM Asset Management | 3.5k | $228k | 100% | Dec 2023 |
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| Arista Wealth Management | 3.1k | $213k | 100% | Mar 2024 |
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| Annapolis Financial Services | 2.5k | $177k | -60% | Mar 2024 |
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| Orion Capital Management | 1.1k | $68k | 4% | Dec 2023 |
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| Red Lighthouse Investment Management | 1.0k | $66k | 693% | Dec 2023 |
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| GPS Wealth Strategies Group | 637.00 | $41k | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 622.00 | $40k | 7% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 614.00 | $43k | 5% | Mar 2024 |
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| Global Trust Asset Management | 418.00 | $29k | 13% | Mar 2024 |
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| CVA Family Office | 308.00 | $20k | 100% | Dec 2023 |
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| Private Wealth Management Group | 300.00 | $19k | 100% | Dec 2023 |
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| Beaird Harris Wealth Management | 249.00 | $16k | 0% | Dec 2023 |
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| Bank Of Montreal | 208.00 | $14k | 100% | Dec 2023 |
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| JJJ Advisors | 77.00 | $5.4k | 100% | Mar 2024 |
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| Advisor Group Holdings | 65.00 | $4.2k | -97% | Dec 2023 |
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| SJS Investment Consulting | 19.00 | $1.3k | 19% | Mar 2024 |
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Who sold out of American Centy Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2023 | 5.9k | $344k |
| Orion Portfolio Solutions | Sep 2023 | 4.3k | $254k |
| Hill Investment Group Partners | Sep 2023 | 3.4k | $202k |
| UBS Group | Sep 2023 | 211.00 | $12k |