AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,468,717 | +294.2% | 188,117 | +306.6% | 2.17% | +320.2% |
| Q2 2023 | $2,655,732 | +547.2% | 46,267 | +543.0% | 0.52% | +521.7% |
| Q1 2023 | $410,329 | +7.2% | 7,195 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $382,700 | +57.5% | 7,195 | +50.6% | 0.08% | +44.8% |
| Q3 2022 | $243,000 | 0.0% | 4,776 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $243,000 | -15.6% | 4,776 | 0.0% | 0.06% | -5.2% |
| Q1 2022 | $288,000 | -5.0% | 4,776 | 0.0% | 0.06% | +11.5% |
| Q4 2021 | $303,000 | +1.7% | 4,776 | 0.0% | 0.05% | -5.5% |
| Q3 2021 | $298,000 | -1.0% | 4,776 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $301,000 | +4.2% | 4,776 | 0.0% | 0.05% | -5.3% |
| Q1 2021 | $289,000 | +5.9% | 4,776 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $273,000 | +3.0% | 4,776 | -11.2% | 0.06% | -12.3% |
| Q3 2020 | $265,000 | -44.9% | 5,376 | -48.0% | 0.06% | -47.6% |
| Q2 2020 | $481,000 | – | 10,346 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |