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 | $34,472,038 | +2.5% | 619,444 | +5.7% | 0.10% | -44.0% |
| Q2 2023 | $33,635,237 | +1.1% | 585,980 | +0.5% | 0.18% | +146.5% |
| Q1 2023 | $33,257,273 | +14.3% | 583,154 | +6.6% | 0.07% | +9.2% |
| Q4 2022 | $29,101,526 | +56.5% | 547,124 | +34.2% | 0.06% | +32.7% |
| Q3 2022 | $18,600,000 | +5.2% | 407,722 | +17.5% | 0.05% | +8.9% |
| Q2 2022 | $17,676,000 | +135.2% | 346,864 | +178.5% | 0.04% | +181.2% |
| Q1 2022 | $7,514,000 | +2097.1% | 124,538 | +2206.7% | 0.02% | +1500.0% |
| Q4 2021 | $342,000 | – | 5,399 | – | 0.00% | – |
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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% |