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 | $4,782 | -1.7% | 85,925 | +1.3% | 0.16% | +0.6% |
Q2 2023 | $4,867 | -5.3% | 84,786 | -5.9% | 0.16% | -10.6% |
Q1 2023 | $5,141 | +14.9% | 90,138 | +7.1% | 0.18% | +11.8% |
Q4 2022 | $4,476 | -99.9% | 84,150 | -7.6% | 0.16% | -17.4% |
Q3 2022 | $4,154,000 | -4.6% | 91,060 | +6.6% | 0.20% | -11.4% |
Q2 2022 | $4,354,000 | -11.1% | 85,439 | +5.3% | 0.22% | -2.2% |
Q1 2022 | $4,896,000 | +5.7% | 81,149 | +11.0% | 0.22% | +8.2% |
Q4 2021 | $4,633,000 | +5.0% | 73,094 | +3.5% | 0.21% | -3.7% |
Q3 2021 | $4,414,000 | +1.4% | 70,624 | +2.3% | 0.22% | +10.2% |
Q2 2021 | $4,353,000 | -5.7% | 69,020 | -9.6% | 0.20% | -12.9% |
Q1 2021 | $4,617,000 | +9.7% | 76,314 | +3.7% | 0.22% | -0.9% |
Q4 2020 | $4,209,000 | +17.4% | 73,597 | +1.1% | 0.23% | +2.3% |
Q3 2020 | $3,585,000 | – | 72,779 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |