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
| 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 ↓ |
|---|---|---|---|
| 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% |