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 | $15,624,930 | -1.9% | 280,771 | +1.2% | 2.51% | -21.5% |
| Q2 2023 | $15,922,383 | +2.1% | 277,393 | +1.5% | 3.19% | -6.1% |
| Q1 2023 | $15,588,580 | +19.1% | 273,340 | +11.1% | 3.40% | +7.5% |
| Q4 2022 | $13,088,942 | +1671.2% | 246,079 | +1419.3% | 3.17% | +1452.0% |
| Q3 2022 | $739,000 | -29.9% | 16,197 | -21.7% | 0.20% | -6.4% |
| Q2 2022 | $1,054,000 | +226.3% | 20,684 | +286.6% | 0.22% | +175.9% |
| Q1 2022 | $323,000 | +23.3% | 5,350 | +29.5% | 0.08% | +36.2% |
| Q4 2021 | $262,000 | +12.9% | 4,130 | +11.5% | 0.06% | -9.4% |
| Q3 2021 | $232,000 | +4.0% | 3,705 | +4.7% | 0.06% | -9.9% |
| Q2 2021 | $223,000 | +0.9% | 3,540 | 0.0% | 0.07% | -36.6% |
| Q1 2021 | $221,000 | – | 3,540 | – | 0.11% | – |
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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% |