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 | $24,524,455 | -1.4% | 440,691 | +1.7% | 6.46% | -5.5% |
| Q2 2023 | $24,862,638 | -1.4% | 433,147 | +0.5% | 6.84% | -4.3% |
| Q1 2023 | $25,216,055 | +115.2% | 430,970 | +107.8% | 7.15% | +116.7% |
| Q4 2022 | $11,719,252 | +26.4% | 207,347 | +3.5% | 3.30% | +9.2% |
| Q3 2022 | $9,271,000 | -11.3% | 200,371 | +2.5% | 3.02% | -2.8% |
| Q2 2022 | $10,453,000 | -13.5% | 195,493 | -2.4% | 3.11% | -6.9% |
| Q1 2022 | $12,082,000 | – | 200,247 | – | 3.34% | – |
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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% |