Evensky & Katz LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,571
-6.1%
64,170
-3.1%
0.30%
+5.9%
Q2 2023$3,802
-33.0%
66,230
-33.5%
0.29%
-37.1%
Q1 2023$5,678
+4.5%
99,560
-2.5%
0.46%
-6.5%
Q4 2022$5,432
-99.9%
102,129
-6.8%
0.49%
-17.2%
Q3 2022$4,999,000109,5770.59%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 276,399$14,085,00014.56%
Waypoint Wealth Partners Inc. 727,671$37,082,00014.22%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 505,594$25,765,00012.59%
Waypoint Capital Advisors, LLC 532,250$27,123,00012.31%
Versant Capital Management, Inc 589,223$30,027,00011.00%
ESL Trust Services, LLC 619,793$31,585,00010.92%
GREENUP STREET WEALTH MANAGEMENT LLC 431,746$22,002,00010.36%
WIPFLI FINANCIAL ADVISORS LLC, 1,503,240$76,605,089,0008.33%
Henrickson Nauta Wealth Advisors, Inc. 165,200$8,419,0007.70%
Rockwood Wealth Management, LLC 265,016$13,505,1966.32%
View complete list of AMERICAN CENTY ETF TR shareholders