AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,184 | +21.7% | 165,027 | +25.5% | 0.14% | +18.3% |
| Q2 2023 | $7,549 | +25.4% | 131,523 | +24.6% | 0.12% | +15.4% |
| Q1 2023 | $6,022 | -99.9% | 105,588 | -6.2% | 0.10% | -1.9% |
| Q4 2022 | $5,986,000 | -99.8% | 112,546 | +54.9% | 0.11% | +60.6% |
| Q3 2022 | $3,315,000,000 | +146064.0% | 72,669 | +63.3% | 0.07% | +50.0% |
| Q2 2022 | $2,268,000 | +26.7% | 44,500 | +50.0% | 0.04% | +41.9% |
| Q1 2022 | $1,790,000 | -99.8% | 29,670 | +58.5% | 0.03% | +47.6% |
| Q4 2021 | $1,186,000,000 | +439159.3% | 18,717 | +333.1% | 0.02% | +320.0% |
| Q3 2021 | $270,000 | – | 4,322 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |