AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,132,160 | -4.2% | 128,161 | -1.2% | 0.91% | -4.3% |
| Q2 2023 | $7,443,919 | +1.9% | 129,685 | +1.2% | 0.95% | +0.3% |
| Q1 2023 | $7,306,855 | +7.8% | 128,123 | +0.6% | 0.95% | +1.1% |
| Q4 2022 | $6,777,310 | +181.9% | 127,417 | +141.8% | 0.94% | +141.1% |
| Q3 2022 | $2,404,000 | +2.7% | 52,696 | +14.7% | 0.39% | +8.7% |
| Q2 2022 | $2,341,000 | +37.6% | 45,947 | +63.0% | 0.36% | +40.4% |
| Q1 2022 | $1,701,000 | +379.2% | 28,182 | +402.5% | 0.26% | +390.4% |
| Q4 2021 | $355,000 | +58.5% | 5,608 | +56.5% | 0.05% | +52.9% |
| Q3 2021 | $224,000 | – | 3,584 | – | 0.03% | – |
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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% |