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 | $5,798,119 | +24.3% | 104,189 | +28.2% | 0.09% | +19.2% |
| Q2 2023 | $4,666,372 | +19.5% | 81,296 | +18.8% | 0.07% | 0.0% |
| Q1 2023 | $3,903,468 | +29.0% | 68,446 | +19.0% | 0.07% | -1.4% |
| Q4 2022 | $3,024,808 | +31.5% | 57,539 | +14.1% | 0.07% | +2.8% |
| Q3 2022 | $2,300,000 | +2.3% | 50,407 | +14.2% | 0.07% | +5.9% |
| Q2 2022 | $2,248,000 | +4.4% | 44,121 | +23.7% | 0.07% | -4.2% |
| Q1 2022 | $2,153,000 | +58.7% | 35,681 | +66.7% | 0.07% | +61.4% |
| Q4 2021 | $1,357,000 | +65.7% | 21,405 | +63.2% | 0.04% | +46.7% |
| Q3 2021 | $819,000 | +91.8% | 13,113 | +93.5% | 0.03% | +76.5% |
| Q2 2021 | $427,000 | – | 6,777 | – | 0.02% | – |
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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% |