Who owns AMERICAN CENTY ETF TR?
- Ticker: AVGE
- CUSIP Number: 025072232
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Analyze quarterly positions in American Centy Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
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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 | 156k | $12M | -10% | Sep 2024 |
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Wealthstream Advisors | 122k | $9.0M | 5% | Sep 2024 |
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Nova R Wealth | 109k | $8.0M | -1% | Sep 2024 |
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Compass Ion Advisors | 75k | $5.6M | -2% | Sep 2024 |
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Intelligent Financial Strategies | 70k | $5.2M | -2% | Sep 2024 |
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LPL Financial | 69k | $5.1M | 0% | Sep 2024 |
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Index Fund Advisors | 61k | $4.5M | 2% | Sep 2024 |
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Fmb Wealth Management | 61k | $4.5M | 0% | Sep 2024 |
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Commonwealth Equity Services | 58k | $4.3M | 7% | Sep 2024 |
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Sprinkle Financial Consultants | 56k | $4.1M | 1% | Sep 2024 |
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Meredith Wealth Planning | 53k | $3.9M | 85% | Sep 2024 |
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CI Private Wealth | 37k | $2.7M | 3% | Sep 2024 |
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Advisory Services Network | 32k | $2.2M | 0% | Sep 2024 |
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Collaborative Wealth Managment | 31k | $2.3M | 0% | Sep 2024 |
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WR Wealth Planners | 26k | $1.9M | 8% | Sep 2024 |
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BIP Wealth | 25k | $1.8M | 77% | Sep 2024 |
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Evanson Asset Management | 23k | $1.7M | 13% | Sep 2024 |
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Aveo Capital Partners | 23k | $1.7M | 4% | Sep 2024 |
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Werba Rubin Papier Wealth Management | 23k | $1.7M | 74% | Sep 2024 |
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SC&H Financial Advisors | 23k | $1.7M | 4% | Sep 2024 |
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WCG Wealth Advisors | 21k | $1.6M | 0% | Sep 2024 |
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Yardley Wealth Management | 21k | $1.5M | 100% | Sep 2024 |
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Modern Wealth Management | 20k | $1.5M | 100% | Sep 2024 |
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Fermata Advisors | 20k | $1.4M | 12% | Sep 2024 |
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WMG Financial Advisors | 17k | $1.3M | 0% | Sep 2024 |
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Waypoint Capital Advisors | 15k | $1.1M | 0% | Sep 2024 |
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Oceanside Advisors | 13k | $969k | 5% | Sep 2024 |
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Austin Wealth Management | 12k | $895k | 52% | Sep 2024 |
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Apella Capital | 12k | $883k | -44% | Sep 2024 |
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Annapolis Financial Services | 11k | $773k | 76% | Sep 2024 |
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UMA Financial Services | 10k | $769k | -39% | Sep 2024 |
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Cambridge Investment Research Advisors | 10k | $766k | 79% | Sep 2024 |
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TCG Advisory Services | 10k | $702k | 1% | Jun 2024 |
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Lam Group | 9.2k | $677k | 73% | Sep 2024 |
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Eaton-Cambridge | 8.5k | $625k | 8% | Sep 2024 |
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Plan | 8.0k | $592k | 0% | Sep 2024 |
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Creative Planning | 7.9k | $581k | -5% | Sep 2024 |
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Strategic Blueprint | 7.4k | $544k | 1% | Sep 2024 |
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Strategic Financial Concepts | 7.3k | $540k | -99% | Sep 2024 |
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B&D White Capital Company | 7.2k | $533k | 100% | Sep 2024 |
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Waypoint Wealth Partners | 7.2k | $530k | -11% | Sep 2024 |
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Integrity Wealth Solutions | 7.2k | $529k | 14% | Sep 2024 |
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Envestnet Asset Management | 6.9k | $511k | 4% | Sep 2024 |
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Buckingham Strategic Partners | 6.4k | $471k | -20% | Sep 2024 |
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TCI Wealth Advisors | 5.1k | $380k | 100% | Sep 2024 |
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Mml Investors Services | 4.8k | $357k | 3% | Sep 2024 |
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GEM Asset Management | 4.6k | $339k | 9% | Sep 2024 |
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Creative Capital Management Investments | 4.5k | $333k | 8% | Sep 2024 |
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Jane Street | 4.5k | $331k | 100% | Sep 2024 |
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Barlow Wealth Partners | 4.5k | $329k | 0% | Sep 2024 |
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Libra Wealth | 4.2k | $313k | 0% | Sep 2024 |
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Foster & Motley | 4.2k | $311k | 23% | Sep 2024 |
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WESPAC Advisors SoCal | 4.0k | $298k | 6% | Sep 2024 |
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Ameritas Advisory Services | 3.8k | $279k | -8% | Sep 2024 |
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Arlington Financial Advisors | 3.7k | $275k | 100% | Sep 2024 |
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Northwest Wealth Management | 3.7k | $272k | -15% | Sep 2024 |
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Great Point Wealth Advisors | 3.2k | $237k | 100% | Sep 2024 |
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Arista Wealth Management | 3.1k | $226k | 0% | Sep 2024 |
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Vawter Financial | 2.9k | $217k | 100% | Sep 2024 |
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LRI Investments | 1.2k | $93k | 100% | Sep 2024 |
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Red Lighthouse Investment Management | 1.2k | $90k | 11% | Sep 2024 |
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Versant Capital Management | 1.0k | $74k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 1.0k | $74k | 32% | Sep 2024 |
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Global Trust Asset Management | 860.00 | $64k | -4% | Sep 2024 |
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Valued Wealth Advisors | 755.00 | $56k | 20% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 676.00 | $50k | 8% | Sep 2024 |
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Beaird Harris Wealth Management | 602.00 | $42k | 46% | Jun 2024 |
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Jpmorgan Chase & Co | 460.00 | $34k | 100% | Sep 2024 |
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Private Wealth Management Group | 333.00 | $25k | 11% | Sep 2024 |
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Ronald Blue Trust | 290.00 | $20k | 1% | Sep 2024 |
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Advisor Group Holdings | 281.00 | $21k | -15% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 265.00 | $19k | 194% | Sep 2024 |
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CVA Family Office | 218.00 | $16k | -29% | Sep 2024 |
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Continuum Advisory | 154.00 | $12k | 40% | Sep 2024 |
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JJJ Advisors | 86.00 | $6.0k | 12% | Jun 2024 |
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Ruedi Wealth Management | 42.00 | $3.1k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 24.00 | $1.8k | 100% | Sep 2024 |
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SJS Investment Consulting | 19.00 | $1.4k | 0% | Sep 2024 |
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Morgan Stanley | 1.00 | $90.000000 | 100% | Jun 2024 |
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Who sold out of American Centy Etf Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Vantage Financial Partners | Mar 2024 | 13k | $937k |
Sax Wealth Advisors | Jun 2024 | 8.8k | $609k |
Susquehanna International | Jun 2024 | 3.8k | $262k |
Kestra Advisory Services | Jun 2024 | 3.1k | $216k |