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 | $1,446,455 | -0.9% | 25,992 | +2.2% | 0.22% | -0.9% |
| Q2 2023 | $1,459,338 | +2.5% | 25,424 | +1.9% | 0.22% | -4.4% |
| Q1 2023 | $1,423,298 | +16.9% | 24,957 | +9.0% | 0.23% | +6.6% |
| Q4 2022 | $1,217,519 | -7.1% | 22,890 | -20.3% | 0.21% | -16.5% |
| Q3 2022 | $1,310,000 | +30.2% | 28,718 | +45.5% | 0.26% | +29.4% |
| Q2 2022 | $1,006,000 | +96.1% | 19,740 | +132.2% | 0.20% | +107.4% |
| Q1 2022 | $513,000 | +107.7% | 8,500 | +117.9% | 0.10% | +106.5% |
| Q4 2021 | $247,000 | +1200.0% | 3,900 | +1178.7% | 0.05% | +1050.0% |
| Q3 2021 | $19,000 | – | 305 | – | 0.00% | – |
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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% |