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 | $37,337,474 | -0.9% | 670,934 | +2.2% | 0.81% | -2.9% |
| Q2 2023 | $37,665,931 | -11.3% | 656,201 | -11.8% | 0.83% | -16.3% |
| Q1 2023 | $42,440,995 | +37.7% | 744,187 | +28.4% | 1.00% | +11.3% |
| Q4 2022 | $30,832,143 | -50.8% | 579,661 | -57.8% | 0.89% | -61.5% |
| Q3 2022 | $62,705,000 | -17.4% | 1,374,517 | -7.7% | 2.32% | -28.7% |
| Q2 2022 | $75,914,000 | -17.5% | 1,489,679 | -2.4% | 3.26% | -6.3% |
| Q1 2022 | $92,070,000 | +2.0% | 1,525,918 | +7.1% | 3.48% | +8.8% |
| Q4 2021 | $90,306,000 | +86.5% | 1,424,608 | +83.9% | 3.20% | +66.6% |
| Q3 2021 | $48,410,000 | +6.8% | 774,678 | +7.8% | 1.92% | +2.8% |
| Q2 2021 | $45,326,000 | +20.8% | 718,660 | +15.9% | 1.87% | +6.4% |
| Q1 2021 | $37,508,000 | +27.0% | 619,923 | +20.1% | 1.75% | +14.0% |
| Q4 2020 | $29,527,000 | – | 516,298 | – | 1.54% | – |
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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% |