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 | $2,444,049 | +19.7% | 43,918 | +23.5% | 0.05% | +15.2% |
| Q2 2023 | $2,041,673 | +10.4% | 35,569 | +9.6% | 0.05% | -6.1% |
| Q1 2023 | $1,850,123 | +8.3% | 32,441 | +1.0% | 0.05% | +14.0% |
| Q4 2022 | $1,708,618 | -8.2% | 32,122 | -21.3% | 0.04% | -17.3% |
| Q3 2022 | $1,861,000 | -7.2% | 40,798 | +3.7% | 0.05% | +2.0% |
| Q2 2022 | $2,005,000 | -12.1% | 39,338 | +4.0% | 0.05% | 0.0% |
| Q1 2022 | $2,282,000 | +2.1% | 37,820 | +7.3% | 0.05% | +4.1% |
| Q4 2021 | $2,234,000 | – | 35,249 | – | 0.05% | – |
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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% |