AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $869,044 | +5.5% | 15,616 | +8.8% | 0.04% | +2.3% |
Q2 2023 | $823,868 | +216.2% | 14,353 | +214.1% | 0.04% | +186.7% |
Q1 2023 | $260,567 | -14.6% | 4,569 | -23.6% | 0.02% | -44.4% |
Q2 2022 | $305,000 | +30.9% | 5,984 | +54.9% | 0.03% | +50.0% |
Q1 2022 | $233,000 | -4.9% | 3,862 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $245,000 | -10.9% | 3,862 | -12.2% | 0.02% | -18.2% |
Q3 2021 | $275,000 | -14.6% | 4,400 | -13.7% | 0.02% | +10.0% |
Q2 2021 | $322,000 | – | 5,100 | – | 0.02% | – |
Download |
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% |