AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,271,053 | +3.8% | 1,550,244 | +7.0% | 6.82% | +4.2% |
| Q2 2023 | $83,130,844 | +16.0% | 1,448,273 | +15.3% | 6.54% | +4.2% |
| Q1 2023 | $71,656,718 | +51.9% | 1,256,474 | +41.6% | 6.27% | +34.2% |
| Q4 2022 | $47,184,642 | +124.2% | 887,096 | +92.3% | 4.67% | +63.4% |
| Q3 2022 | $21,048,000 | +377.8% | 461,379 | +433.7% | 2.86% | +316.9% |
| Q2 2022 | $4,405,000 | – | 86,443 | – | 0.69% | – |
Download | ||||||
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% |