AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,591,433 | +122.4% | 226,202 | +129.4% | 0.02% | +90.0% |
| Q2 2023 | $5,662,789 | +188.5% | 98,591 | +186.5% | 0.01% | +150.0% |
| Q1 2023 | $1,962,742 | +354.3% | 34,418 | +324.1% | 0.00% | +300.0% |
| Q4 2022 | $432,000 | +195.9% | 8,116 | +152.8% | 0.00% | – |
| Q3 2022 | $146,000 | +1725.0% | 3,210 | +1869.3% | 0.00% | – |
| Q2 2022 | $8,000 | – | 163 | – | 0.00% | – |
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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% |