AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 220 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,477,552 | -2.1% | 71,917 | +0.3% | 0.84% | -6.5% |
| Q1 2024 | $4,571,433 | +6.5% | 71,720 | +1.0% | 0.89% | -3.9% |
| Q4 2023 | $4,291,557 | +24.4% | 71,017 | +14.6% | 0.93% | +13.8% |
| 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 | $3,111,455 | – | 58,497 | – | 0.88% | – |
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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% |