Who owns AMERICAN CENTY ETF TR?
- Ticker: AVLV
- CUSIP Number: 025072349
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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 |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services | 7.0M | $438M | 12% | Jun 2024 |
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Merriman Wealth Management | 2.0M | $132M | 2% | Sep 2024 |
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Envestnet Asset Management | 1.8M | $117M | 64% | Sep 2024 |
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Pure Financial Advisors | 1.7M | $110M | -3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.6M | $106M | -17% | Sep 2024 |
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Brian McDonald | 1.6M | $104M | -6% | Sep 2024 |
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Prime Capital Investment Advisors | 1.6M | $103M | -6% | Sep 2024 |
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American Century Companies | 1.5M | $102M | 14% | Sep 2024 |
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LPL Financial | 1.5M | $100M | 18% | Sep 2024 |
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Alesco Advisors | 1.4M | $89M | 0% | Sep 2024 |
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Falcon Wealth Planning | 1.1M | $73M | 27% | Sep 2024 |
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Cetera Investment Advisers | 1.0M | $66M | 8% | Jun 2024 |
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Apollon Wealth Management | 992k | $65M | 5% | Sep 2024 |
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TCG Advisory Services | 990k | $62M | 6% | Jun 2024 |
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Cannon Financial Strategists | 973k | $64M | 2% | Sep 2024 |
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Bridgewater Advisors | 930k | $62M | 1% | Sep 2024 |
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Beaird Harris Wealth Management | 922k | $58M | 21% | Jun 2024 |
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Watch Point Trust | 860k | $57M | 8% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 854k | $56M | 7% | Sep 2024 |
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Park Avenue Securities | 812k | $53M | -1% | Sep 2024 |
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Commonwealth Equity Services | 789k | $52M | 4% | Sep 2024 |
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Pacific Life Fund Advisors | 676k | $45M | 3% | Sep 2024 |
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Financial Advisory Service | 624k | $41M | 9% | Sep 2024 |
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Morgan Stanley | 587k | $37M | 95% | Jun 2024 |
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Raymond James Financial Services Advisors | 578k | $38M | 163% | Sep 2024 |
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Bank of America Corporation | 569k | $37M | -1% | Sep 2024 |
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Financial Engines Advisors L.L.C | 541k | $36M | 100% | Sep 2024 |
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Opus Capital Group | 498k | $33M | 8% | Sep 2024 |
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Legacy Financial Strategies | 473k | $31M | 100% | Sep 2024 |
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Visionary Wealth Advisors | 436k | $29M | 4% | Sep 2024 |
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JRM Investment Counsel | 418k | $28M | -8% | Sep 2024 |
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Allegiance Financial Group Advisory Services | 407k | $26M | 9% | Jun 2024 |
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Wells Fargo & Company | 407k | $27M | 19% | Sep 2024 |
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Fortress Wealth Management | 385k | $25M | 20% | Sep 2024 |
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Global Strategic Investment Solutions | 367k | $24M | 23% | Sep 2024 |
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Glenview Trust | 346k | $23M | 7% | Sep 2024 |
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PrairieView Partners | 344k | $23M | 203% | Sep 2024 |
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Strategic Blueprint | 311k | $21M | 1% | Sep 2024 |
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Websterrogers Financial Advisors | 300k | $20M | -2% | Sep 2024 |
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Chicago Partners Investment | 290k | $19M | 8% | Sep 2024 |
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Integrated Capital Management | 281k | $19M | -4% | Sep 2024 |
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Aire Advisors | 243k | $15M | 2% | Jun 2024 |
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Leading Edge Financial Planning | 238k | $16M | 17% | Sep 2024 |
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Arlington Financial Advisors | 232k | $15M | 4% | Sep 2024 |
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Oceanside Advisors | 230k | $15M | 3% | Sep 2024 |
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Northland Capital Management | 217k | $14M | 14% | Sep 2024 |
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WJ Interests | 209k | $14M | 3% | Sep 2024 |
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Shotwell Rutter Baer | 204k | $14M | 4% | Sep 2024 |
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Heritage Wealth Management | 200k | $13M | 2% | Sep 2024 |
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Kestra Investment Management | 195k | $13M | 33% | Sep 2024 |
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Jpmorgan Chase & Co | 193k | $13M | 19% | Sep 2024 |
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Private Advisor | 193k | $13M | 25% | Sep 2024 |
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WCG Wealth Advisors | 189k | $13M | -2% | Sep 2024 |
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Lifestyle Asset Management | 188k | $12M | 0% | Sep 2024 |
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Atria Investments | 187k | $12M | 100% | Sep 2024 |
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Gallagher Fiduciary Advisors | 187k | $12M | 100% | Sep 2024 |
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Austin Wealth Management | 172k | $11M | 15% | Sep 2024 |
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Nova R Wealth | 170k | $11M | 0% | Sep 2024 |
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Modern Wealth Management | 166k | $11M | 2% | Sep 2024 |
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Savant Capital Management | 161k | $11M | 0% | Sep 2024 |
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Executive Wealth Management | 158k | $10M | 100% | Sep 2024 |
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First National Bank Sioux Falls | 158k | $10M | 16% | Sep 2024 |
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Summit X | 156k | $9.8M | -8% | Sep 2024 |
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Sage Rhino Capital | 154k | $10M | 0% | Sep 2024 |
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PCG Wealth Advisors | 151k | $10M | 0% | Sep 2024 |
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Echo Wealth Management | 148k | $9.8M | 0% | Sep 2024 |
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Fonville Wealth Management | 147k | $9.7M | 2% | Sep 2024 |
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Keener Financial Planning | 146k | $9.6M | 80% | Sep 2024 |
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Apollon Financial | 143k | $9.4M | 2% | Sep 2024 |
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Perigon Wealth Management | 142k | $9.3M | 28% | Sep 2024 |
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ShoreHaven Wealth Partners | 138k | $9.1M | 3% | Sep 2024 |
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Collective Family Office | 138k | $9.1M | 16% | Sep 2024 |
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Valued Wealth Advisors | 137k | $9.0M | -2% | Sep 2024 |
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MB Generational Wealth | 135k | $8.9M | 0% | Sep 2024 |
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Keyes, Stange & Wooten Wealth Management | 132k | $8.7M | 2% | Sep 2024 |
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Stratos Wealth Advisors | 127k | $8.4M | -2% | Sep 2024 |
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Arden Trust | 124k | $7.8M | 0% | Jun 2024 |
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Beacon Pointe Advisors | 119k | $7.8M | 1% | Sep 2024 |
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Waypoint Capital Advisors | 119k | $7.8M | -24% | Sep 2024 |
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Greenwich Wealth Management | 114k | $7.5M | 3% | Sep 2024 |
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Foundry Financial Group | 111k | $7.3M | -10% | Sep 2024 |
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Buckingham Strategic Partners | 109k | $7.2M | 33% | Sep 2024 |
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SOL Capital Management | 107k | $7.0M | 10% | Sep 2024 |
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Financial Futures Ltd Liability | 104k | $6.9M | 19% | Sep 2024 |
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Fidelity D & D Bancorp | 101k | $6.4M | 100% | Jun 2024 |
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Creative Planning | 98k | $6.4M | -3% | Sep 2024 |
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Pathstone Holdings | 97k | $6.4M | 16% | Sep 2024 |
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Kmg Fiduciary Partners | 95k | $6.3M | 374% | Sep 2024 |
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Anderson Hoagland & Co | 94k | $6.3M | 100% | Sep 2024 |
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Yardley Wealth Management | 94k | $6.2M | 100% | Sep 2024 |
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CI Private Wealth | 94k | $6.2M | 0% | Sep 2024 |
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Meritas Wealth Management | 94k | $6.2M | 53% | Sep 2024 |
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Concord Wealth Partners | 90k | $5.9M | -6% | Sep 2024 |
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Larson Financial Group | 85k | $5.6M | -1% | Sep 2024 |
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Rockefeller Capital Management | 84k | $5.3M | 3% | Jun 2024 |
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Advisor Group Holdings | 84k | $5.5M | 1076% | Sep 2024 |
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Cardiff Park Advisors | 83k | $5.2M | 0% | Jun 2024 |
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Concord Asset Management | 83k | $5.5M | -6% | Sep 2024 |
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Premier Path Wealth Partners | 81k | $5.3M | 9% | Sep 2024 |
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Fortitude Family Office | 81k | $5.3M | 10% | Sep 2024 |
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Cherry Tree Wealth Management | 78k | $5.1M | 8% | Sep 2024 |
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Buckingham Asset Management | 72k | $4.5M | 1% | Jun 2024 |
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Colony | 72k | $4.8M | 100% | Sep 2024 |
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Mml Investors Services | 72k | $4.7M | -27% | Sep 2024 |
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Financial Management Network | 64k | $4.3M | 49% | Sep 2024 |
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Advantage Trust | 63k | $4.2M | 4030% | Sep 2024 |
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B&D White Capital Company | 63k | $4.2M | 278% | Sep 2024 |
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Kings Path Partners | 63k | $4.2M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 63k | $4.1M | 3% | Sep 2024 |
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Stone Point Wealth | 62k | $4.1M | 13% | Sep 2024 |
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Total Wealth Planning | 62k | $4.1M | -3% | Sep 2024 |
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Paladin Advisory Group | 59k | $3.9M | 7% | Sep 2024 |
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Midwest Financial Group | 58k | $3.8M | 14% | Sep 2024 |
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Raymond James & Associates | 53k | $3.5M | 36% | Sep 2024 |
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Pasadena Private Wealth | 50k | $3.3M | 740% | Sep 2024 |
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Synovus Financial Corp. | 50k | $3.3M | 107% | Sep 2024 |
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WMG Financial Advisors | 48k | $3.1M | 19% | Sep 2024 |
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EnRich Financial Partners | 47k | $3.1M | 41% | Sep 2024 |
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Symmetry Partner | 45k | $3.0M | 100% | Sep 2024 |
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Stifel Financial | 44k | $2.8M | -30% | Jun 2024 |
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Bayshore Asset Management | 44k | $2.9M | 1% | Sep 2024 |
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Werba Rubin Papier Wealth Management | 40k | $2.7M | 96% | Sep 2024 |
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Vannoy Advisory Group | 40k | $2.6M | 0% | Sep 2024 |
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CAP Partners | 38k | $2.5M | 5% | Sep 2024 |
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Jones Financial Companies, L.L | 36k | $2.3M | 38796% | Sep 2024 |
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Kestra Private Wealth Services | 36k | $2.3M | 59% | Sep 2024 |
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Plan | 36k | $2.3M | 10% | Sep 2024 |
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Nations Financial Group | 33k | $2.2M | 73% | Sep 2024 |
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Axxcess Wealth Management | 33k | $2.2M | 71% | Sep 2024 |
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Farther Finance Advisors | 32k | $2.1M | 64% | Sep 2024 |
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Cypress Point Wealth Management | 32k | $2.1M | 0% | Sep 2024 |
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Dynamic Advisors Solutions | 31k | $2.1M | 140% | Sep 2024 |
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Herold Advisors | 30k | $2.0M | -1% | Sep 2024 |
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Prosperity Planning | 29k | $1.9M | 143% | Sep 2024 |
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Krasney Financial | 29k | $1.9M | 0% | Sep 2024 |
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Christopher J. Hasenberg | 29k | $1.9M | 6% | Sep 2024 |
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Greenspring Advisors | 28k | $1.9M | 0% | Sep 2024 |
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TCI Wealth Advisors | 27k | $1.8M | 14% | Sep 2024 |
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Armbruster Capital Management | 27k | $1.8M | 2% | Sep 2024 |
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Callan Capital | 26k | $1.7M | -1% | Sep 2024 |
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Northwest Wealth Management | 26k | $1.7M | -1% | Sep 2024 |
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Bessemer | 26k | $1.7M | 100% | Sep 2024 |
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Tillman Hartley | 25k | $1.7M | -3% | Sep 2024 |
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Summit Wealth Partners | 25k | $1.7M | 28% | Sep 2024 |
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CRA Financial Services | 25k | $1.6M | 36% | Sep 2024 |
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LexAurum Advisors | 24k | $1.6M | 104% | Sep 2024 |
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Jane Street | 24k | $1.6M | -67% | Sep 2024 |
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Canvas Wealth Advisors | 24k | $1.6M | -6% | Sep 2024 |
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Equitable Holdings | 24k | $1.5M | -6% | Jun 2024 |
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Altiora Financial Group | 20k | $1.3M | -34% | Sep 2024 |
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Ausdal Financial Partners | 13k | $851k | -81% | Sep 2024 |
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WESPAC Advisors SoCal | 5.4k | $356k | -97% | Sep 2024 |
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Who sold out of American Centy Etf Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Kestra Advisory Services | Jun 2024 | 50k | $3.1M |
Mutual Advisors | Jun 2024 | 43k | $2.7M |
Frank. Day | Jun 2024 | 37k | $2.3M |
Mattern Wealth Management | Jun 2024 | 27k | $1.7M |