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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,228,246 | +16.5% | 195,614 | +15.8% | 1.87% | +3.6% |
| Q1 2023 | $9,635,395 | +21.5% | 168,954 | +13.3% | 1.80% | +10.0% |
| Q4 2022 | $7,932,754 | +16.5% | 149,140 | -0.1% | 1.64% | +20.5% |
| Q3 2022 | $6,810,000 | +3.3% | 149,269 | +15.4% | 1.36% | +9.7% |
| Q2 2022 | $6,590,000 | -2.9% | 129,323 | +15.0% | 1.24% | +14.4% |
| Q1 2022 | $6,786,000 | +9.7% | 112,473 | +15.2% | 1.09% | +19.7% |
| Q4 2021 | $6,188,000 | +17.6% | 97,623 | +15.9% | 0.91% | +11.4% |
| Q3 2021 | $5,264,000 | +14.2% | 84,231 | +15.1% | 0.81% | +10.9% |
| Q2 2021 | $4,609,000 | +602.6% | 73,206 | +575.6% | 0.73% | +511.7% |
| Q1 2021 | $656,000 | – | 10,835 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |