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 | $32,397,134 | +2.5% | 582,158 | +5.7% | 3.35% | +2.5% |
Q2 2023 | $31,616,705 | +3.7% | 550,813 | +3.1% | 3.27% | -3.3% |
Q1 2023 | $30,481,698 | +124.8% | 534,485 | +109.7% | 3.38% | +103.1% |
Q4 2022 | $13,559,211 | +46.2% | 254,920 | +2648.2% | 1.66% | +28.9% |
Q3 2022 | $9,276,000 | -4.5% | 9,276 | -95.1% | 1.29% | -1.1% |
Q2 2022 | $9,712,000 | -24.3% | 190,589 | -10.3% | 1.31% | -6.2% |
Q1 2022 | $12,826,000 | +499.9% | 212,584 | +530.1% | 1.39% | +553.5% |
Q4 2021 | $2,138,000 | – | 33,738 | – | 0.21% | – |
Download |
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% |