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 | $128,509,000 | +2.2% | 2,309,370 | +5.4% | 0.24% | -2.8% |
| Q2 2023 | $125,789,000 | +9.2% | 2,191,330 | +8.5% | 0.25% | -1.2% |
| Q1 2023 | $115,231,000 | +12.0% | 2,020,451 | +4.4% | 0.25% | +6.8% |
| Q4 2022 | $102,920,000 | +550.5% | 1,934,812 | +458.0% | 0.24% | +459.5% |
| Q3 2022 | $15,822,000 | +63.3% | 346,714 | +82.6% | 0.04% | +68.0% |
| Q2 2022 | $9,686,000 | -39.7% | 189,925 | -28.7% | 0.02% | -30.6% |
| Q1 2022 | $16,072,000 | +1.0% | 266,393 | +6.3% | 0.04% | +2.9% |
| Q4 2021 | $15,905,000 | +32.7% | 250,703 | +30.5% | 0.04% | +9.4% |
| Q3 2021 | $11,990,000 | +63.6% | 192,152 | +65.3% | 0.03% | +52.4% |
| Q2 2021 | $7,328,000 | +106.5% | 116,270 | +98.4% | 0.02% | +90.9% |
| Q1 2021 | $3,548,000 | +28.6% | 58,596 | +21.4% | 0.01% | 0.0% |
| Q4 2020 | $2,759,000 | +102.6% | 48,278 | +74.4% | 0.01% | +57.1% |
| Q3 2020 | $1,362,000 | +49.0% | 27,679 | +40.5% | 0.01% | +40.0% |
| Q2 2020 | $914,000 | +46.2% | 19,702 | +25.7% | 0.01% | +25.0% |
| Q1 2020 | $625,000 | – | 15,678 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |