Kelman-Lazarov, Inc. - AMERICAN CENTY ETF TR ownership

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
Kelman-Lazarov, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,450,022
-8.1%
61,995
-5.2%
0.82%
-9.5%
Q2 2023$3,752,410
+3.3%
65,373
+2.6%
0.90%
-4.3%
Q1 2023$3,632,355
+16.7%
63,692
+8.9%
0.94%
+7.8%
Q4 2022$3,111,45558,4970.88%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 796,218$48,041,00017.56%
BCR Wealth Strategies, LLC 273,038$16,474,00015.76%
Versant Capital Management, Inc 579,184$34,946,00011.14%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 354,359$21,566,00011.03%
GREENUP STREET WEALTH MANAGEMENT LLC 289,876$17,490,0009.66%
Henrickson Nauta Wealth Advisors, Inc. 170,277$10,274,0008.55%
WIPFLI FINANCIAL ADVISORS LLC, 1,354,629$81,734,361,0008.25%
PrairieView Partners, LLC 658,580$39,737,0005.65%
SC&H Financial Advisors, Inc. 151,130$9,119,0004.34%
Adero Partners, LLC 485,115$29,270,0004.30%
View complete list of AMERICAN CENTY ETF TR shareholders