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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,541 | -3.3% | 191,116 | -10.9% | 0.62% | -3.7% |
| Q3 2023 | $11,935 | -3.0% | 214,466 | 0.0% | 0.65% | -0.8% |
| Q2 2023 | $12,310 | +0.6% | 214,466 | 0.0% | 0.65% | -3.4% |
| Q1 2023 | $12,231 | +3.8% | 214,466 | -3.2% | 0.68% | -3.2% |
| Q4 2022 | $11,780 | -99.9% | 221,466 | 0.0% | 0.70% | +2.3% |
| Q3 2022 | $10,103,000 | +10.5% | 221,466 | +23.4% | 0.68% | +10.7% |
| Q2 2022 | $9,146,000 | -13.4% | 179,466 | +2.6% | 0.62% | -7.4% |
| Q1 2022 | $10,557,000 | -4.8% | 174,966 | 0.0% | 0.66% | -5.9% |
| Q4 2021 | $11,091,000 | +1.3% | 174,966 | 0.0% | 0.71% | -1.9% |
| Q3 2021 | $10,946,000 | -0.8% | 174,966 | 0.0% | 0.72% | -1.9% |
| Q2 2021 | $11,035,000 | +4.2% | 174,966 | 0.0% | 0.73% | -3.4% |
| Q1 2021 | $10,586,000 | +7.5% | 174,966 | +1.6% | 0.76% | -0.7% |
| Q4 2020 | $9,852,000 | +7.1% | 172,266 | -7.8% | 0.76% | -2.4% |
| Q3 2020 | $9,200,000 | +6.1% | 186,765 | 0.0% | 0.78% | -27.7% |
| Q2 2020 | $8,675,000 | – | 186,765 | – | 1.08% | – |
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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% |