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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,088,000 | +10.2% | 19,027 | -5.0% | 0.01% | 0.0% |
| Q3 2020 | $987,000 | -75.2% | 20,027 | -76.6% | 0.01% | -81.8% |
| Q2 2020 | $3,975,000 | +16.9% | 85,581 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $3,400,000 | -48.5% | 85,581 | -30.3% | 0.03% | -46.7% |
| Q4 2019 | $6,600,000 | +165.2% | 122,731 | +145.5% | 0.06% | +200.0% |
| Q3 2019 | $2,489,000 | – | 50,000 | – | 0.02% | – |
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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% |