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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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 | 933k | $60M | 4% | Mar 2024 |
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| Bridgewater Advisors | 900k | $58M | 1% | Mar 2024 |
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| Apollon Wealth Management | 882k | $57M | 61% | Mar 2024 |
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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 | 720k | $46M | 7% | Mar 2024 |
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| Falcon Wealth Planning | 616k | $40M | 121% | Mar 2024 |
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| Watch Point Trust | 581k | $37M | 10% | Mar 2024 |
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| Financial Advisory Service | 541k | $35M | 16% | Mar 2024 |
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| Warren Averett Asset Management | 493k | $29M | 27% | Dec 2023 |
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| Opus Capital Group | 455k | $29M | 3% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 373k | $24M | 11% | Mar 2024 |
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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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| Wells Fargo & Company | 204k | $13M | 54777% | 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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| Heritage Wealth Management | 187k | $12M | 3% | Mar 2024 |
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| Leading Edge Financial Planning | 186k | $12M | 392% | Mar 2024 |
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| Jpmorgan Chase & Co | 186k | $11M | -16% | Dec 2023 |
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| Nova R Wealth | 167k | $11M | 8% | Mar 2024 |
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| Waypoint Capital Advisors | 165k | $11M | 14% | Mar 2024 |
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| Savant Capital Management | 162k | $10M | -1% | Mar 2024 |
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| Lifestyle Asset Management | 160k | $10M | 100% | Mar 2024 |
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| ShoreHaven Wealth Partners | 158k | $10M | -1% | Mar 2024 |
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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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| Summit X | 147k | $9.4M | 569% | Mar 2024 |
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| Northland Capital Management | 143k | $9.2M | 0% | Mar 2024 |
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| Valued Wealth Advisors | 137k | $8.8M | 100% | Mar 2024 |
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| Echo Wealth Management | 136k | $8.7M | 1% | Mar 2024 |
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| Private Advisor | 134k | $8.6M | 338% | Mar 2024 |
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| Keyes, Stange & Wooten Wealth Management | 133k | $8.6M | -4% | Mar 2024 |
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| MB Generational Wealth | 133k | $8.5M | 14% | Mar 2024 |
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| Stratos Wealth Advisors | 132k | $8.5M | 4% | Mar 2024 |
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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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| PrairieView Partners | 114k | $7.3M | 8% | Mar 2024 |
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| Apollon Financial | 108k | $6.9M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 107k | $6.2M | 28% | 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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| Concord Wealth Partners | 94k | $6.0M | -27% | Mar 2024 |
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| SOL Capital Management | 92k | $5.9M | 8% | Mar 2024 |
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| Larson Financial Group | 89k | $5.7M | -3% | Mar 2024 |
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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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| Cherry Tree Wealth Management | 66k | $4.2M | 4% | Mar 2024 |
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| Rockefeller Capital Management | 64k | $3.7M | 3% | 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 | 53k | $3.4M | 5% | Mar 2024 |
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| Stone Point Wealth | 52k | $3.4M | 25% | Mar 2024 |
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| Creative Planning | 44k | $2.6M | 0% | Dec 2023 |
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| Vannoy Advisory Group | 41k | $2.6M | 100% | Mar 2024 |
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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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| Foundry Financial Group | 36k | $2.3M | 72% | Mar 2024 |
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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 | 32k | $2.0M | 3% | Mar 2024 |
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| WMG Financial Advisors | 32k | $2.0M | -12% | Mar 2024 |
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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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| Callan Capital | 27k | $1.7M | -27% | Mar 2024 |
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| EnRich Financial Partners | 26k | $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 | $1.5M | 0% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 23k | $1.5M | 34% | Mar 2024 |
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| Wealth Architects | 23k | $1.3M | -11% | Dec 2023 |
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| Kestra Private Wealth Services | 22k | $1.4M | 100% | Mar 2024 |
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| USAdvisors Wealth Management | 22k | $1.4M | -4% | Mar 2024 |
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| H D Vest Advisory Services | 22k | $1.4M | 125% | Mar 2024 |
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| Tortoise Investment Management | 19k | $1.1M | 10% | 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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| Orion Portfolio Solutions | 17k | $1.1M | 1% | Mar 2024 |
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| Dopkins Wealth Management | 17k | $1.1M | 36% | Mar 2024 |
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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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| TFB Advisors | 15k | $894k | -21% | 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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| Susquehanna International | 14k | $869k | -5% | Mar 2024 |
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| Farther Finance Advisors | 13k | $721k | 5% | Dec 2023 |
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| Wedmont Private Capital | 12k | $755k | 0% | Mar 2024 |
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| Tranquility Partners | 12k | $736k | 13% | Mar 2024 |
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| Bridgewealth Advisory Group | 11k | $714k | 100% | Mar 2024 |
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| Robertson Stephens Wealth Management | 10k | $582k | 0% | Dec 2023 |
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| Acorn Financial Advisory Services | 10k | $647k | 3% | Mar 2024 |
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| Raymond James & Associates | 9.7k | $627k | 100% | Mar 2024 |
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| Sprinkle Financial Consultants | 8.7k | $557k | 0% | Mar 2024 |
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| Ronald Blue Trust | 8.6k | $552k | -2% | Mar 2024 |
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| Aveo Capital Partners | 8.4k | $519k | 0% | Mar 2024 |
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| Truepoint | 8.2k | $528k | 0% | Mar 2024 |
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| Citadel Advisors | 7.9k | $457k | 100% | Dec 2023 |
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| GEM Asset Management | 7.5k | $455k | 0% | Mar 2024 |
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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 | $334k | -1% | Mar 2024 |
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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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| Summit Financial Strategies | 5.0k | $323k | 100% | Mar 2024 |
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| Certified Advisory Corp | 5.0k | $288k | 0% | 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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| Advisor Group Holdings | 4.0k | $230k | -71% | Dec 2023 |
|
| Elevate Wealth Advisory | 1.9k | $121k | -75% | Mar 2024 |
|
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 |
| Schwarz Dygos Wheeler Investment Advisors | Dec 2023 | 4.9k | $283k |