AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,000 | -54.2% | 46,254 | -52.8% | 0.00% | 0.0% |
| Q2 2023 | $5,623,000 | +415.4% | 97,950 | +411.8% | 0.00% | – |
| Q1 2023 | $1,091,000 | +14.2% | 19,138 | +2.3% | 0.00% | – |
| Q4 2022 | $955,000 | +20.7% | 18,701 | +7.9% | 0.00% | – |
| Q3 2022 | $791,000 | +5984.6% | 17,336 | +6491.6% | 0.00% | – |
| Q2 2022 | $13,000 | -77.2% | 263 | -72.3% | 0.00% | – |
| Q1 2022 | $57,000 | -49.1% | 949 | -46.3% | 0.00% | – |
| Q4 2021 | $112,000 | +36.6% | 1,767 | +34.4% | 0.00% | – |
| Q3 2021 | $82,000 | -45.3% | 1,315 | -44.6% | 0.00% | – |
| Q2 2021 | $150,000 | +4.9% | 2,374 | +0.6% | 0.00% | – |
| Q1 2021 | $143,000 | +10.9% | 2,360 | +5.1% | 0.00% | – |
| Q4 2020 | $129,000 | +17.3% | 2,246 | +0.9% | 0.00% | – |
| Q3 2020 | $110,000 | +307.4% | 2,227 | +279.4% | 0.00% | – |
| Q2 2020 | $27,000 | – | 587 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |