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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |