AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 310 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,118 | +2.1% | 17,954 | +4.5% | 0.08% | -5.7% |
| Q1 2024 | $1,095 | +10.3% | 17,173 | +4.5% | 0.09% | -11.2% |
| Q4 2023 | $993 | +39.7% | 16,439 | +28.6% | 0.10% | +30.7% |
| Q3 2023 | $711 | +18.9% | 12,780 | +22.7% | 0.08% | +19.0% |
| Q2 2023 | $598 | +36.5% | 10,412 | +35.5% | 0.06% | +31.2% |
| Q1 2023 | $438 | – | 7,682 | – | 0.05% | – |
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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% |