AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,295 | -10.6% | 41,237 | -7.8% | 0.36% | -8.5% |
| Q2 2023 | $2,568 | -99.9% | 44,732 | +3.3% | 0.39% | -4.0% |
| Q1 2023 | $2,469,513 | +8.3% | 43,302 | +1.0% | 0.40% | +0.5% |
| Q4 2022 | $2,279,883 | -13.2% | 42,863 | -25.6% | 0.40% | -26.3% |
| Q3 2022 | $2,628,000 | -6.0% | 57,614 | +5.0% | 0.55% | -3.4% |
| Q2 2022 | $2,796,000 | -5.9% | 54,865 | +11.5% | 0.57% | +5.4% |
| Q1 2022 | $2,970,000 | +38.7% | 49,216 | +45.6% | 0.54% | +38.8% |
| Q4 2021 | $2,142,000 | +112.3% | 33,798 | +109.3% | 0.39% | +92.5% |
| Q3 2021 | $1,009,000 | +99.8% | 16,150 | +101.8% | 0.20% | +101.0% |
| Q2 2021 | $505,000 | – | 8,004 | – | 0.10% | – |
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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% |