AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,983,011 | -5.9% | 35,633 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $2,107,825 | +9.3% | 35,769 | +5.7% | 0.02% | 0.0% |
| Q1 2023 | $1,929,120 | +112.2% | 33,826 | +41.8% | 0.02% | -60.9% |
| Q4 2022 | $909,275 | -12.3% | 23,862 | +5.0% | 0.05% | +283.3% |
| Q3 2022 | $1,037,000 | +252.7% | 22,727 | +294.5% | 0.01% | +300.0% |
| Q2 2022 | $294,000 | -0.7% | 5,761 | +17.5% | 0.00% | +50.0% |
| Q1 2022 | $296,000 | -1.7% | 4,903 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $301,000 | +14.0% | 4,747 | +12.3% | 0.00% | 0.0% |
| Q3 2021 | $264,000 | +2.7% | 4,227 | +3.8% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | – | 4,073 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |