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 | $1,998,946 | -3.0% | 35,920 | 0.0% | 0.49% | -2.6% |
Q2 2023 | $2,061,806 | -6.3% | 35,920 | -6.9% | 0.50% | -12.0% |
Q1 2023 | $2,199,998 | +2.7% | 38,576 | -4.2% | 0.57% | -3.2% |
Q4 2022 | $2,141,818 | +92.1% | 40,267 | +64.8% | 0.59% | +73.9% |
Q3 2022 | $1,115,000 | +39.2% | 24,433 | +55.4% | 0.34% | +42.8% |
Q2 2022 | $801,000 | -31.2% | 15,723 | -18.5% | 0.24% | -24.8% |
Q1 2022 | $1,165,000 | +49.2% | 19,302 | +56.7% | 0.31% | +50.2% |
Q4 2021 | $781,000 | +17.1% | 12,319 | +15.4% | 0.21% | -1.4% |
Q3 2021 | $667,000 | -3.5% | 10,677 | -2.5% | 0.21% | +0.5% |
Q2 2021 | $691,000 | +0.1% | 10,949 | -4.0% | 0.21% | -4.5% |
Q1 2021 | $690,000 | +5.8% | 11,403 | 0.0% | 0.22% | +10.0% |
Q4 2020 | $652,000 | – | 11,403 | – | 0.20% | – |
Download |
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% |