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 | $44,665 | -1.6% | 802,622 | +1.5% | 6.05% | +2.0% |
| Q2 2023 | $45,369 | +1.3% | 790,407 | +0.6% | 5.94% | -3.4% |
| Q1 2023 | $44,797 | +8.6% | 785,509 | +1.3% | 6.14% | +0.9% |
| Q4 2022 | $41,248 | -99.9% | 775,488 | +6.8% | 6.09% | +12.2% |
| Q3 2022 | $33,132,000 | -4.7% | 726,251 | +6.5% | 5.43% | +0.2% |
| Q2 2022 | $34,754,000 | -12.5% | 681,990 | +3.6% | 5.42% | -4.1% |
| Q1 2022 | $39,737,000 | -5.2% | 658,580 | -0.4% | 5.65% | -3.3% |
| Q4 2021 | $41,895,000 | +7.6% | 660,907 | +6.1% | 5.84% | +0.4% |
| Q3 2021 | $38,938,000 | +2.3% | 623,111 | +3.2% | 5.81% | +2.0% |
| Q2 2021 | $38,075,000 | +8.5% | 603,693 | +4.1% | 5.70% | +1.5% |
| Q1 2021 | $35,092,000 | +9.6% | 579,993 | +3.6% | 5.61% | -0.5% |
| Q4 2020 | $32,009,000 | +69484.8% | 559,704 | +59761.4% | 5.64% | +56290.0% |
| Q3 2020 | $46,000 | +7.0% | 935 | +2.0% | 0.01% | +11.1% |
| Q2 2020 | $43,000 | -40.3% | 917 | -50.0% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | – | 1,834 | – | 0.01% | – |
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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% |