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 | $51,482,714 | +22.4% | 925,116 | +26.2% | 0.04% | +20.0% |
| Q2 2023 | $42,061,269 | +15.8% | 732,775 | +15.1% | 0.03% | +7.1% |
| Q1 2023 | $36,308,419 | +22.1% | 636,655 | +13.9% | 0.03% | +12.0% |
| Q4 2022 | $29,725,985 | +60.0% | 558,864 | +37.2% | 0.02% | +38.9% |
| Q3 2022 | $18,577,000 | -1.7% | 407,217 | +9.8% | 0.02% | 0.0% |
| Q2 2022 | $18,905,000 | +105.3% | 370,974 | +143.1% | 0.02% | +125.0% |
| Q1 2022 | $9,207,000 | +49.3% | 152,590 | +56.9% | 0.01% | +60.0% |
| Q4 2021 | $6,165,000 | +199.9% | 97,254 | +195.6% | 0.01% | +150.0% |
| Q3 2021 | $2,056,000 | +102.6% | 32,905 | +104.5% | 0.00% | +100.0% |
| Q2 2021 | $1,015,000 | – | 16,087 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |