Lutz Financial Services LLC - AMERICAN CENTY ETF TR ownership

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
Lutz Financial Services LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$6,789,244
-2.4%
121,999
+0.7%
0.74%
-1.2%
Q2 2023$6,953,780
+0.4%
121,146
-0.2%
0.75%
-5.3%
Q1 2023$6,925,096
+13.4%
121,429
+5.8%
0.79%
+5.3%
Q4 2022$6,106,957114,8140.75%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 809,101$51,289,00017.55%
BCR Wealth Strategies, LLC 261,846$16,598,00015.70%
Versant Capital Management, Inc 579,003$36,703,00011.97%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 690,553$43,774,0009.91%
GREENUP STREET WEALTH MANAGEMENT LLC 246,404$15,620,0009.18%
WIPFLI FINANCIAL ADVISORS LLC, 1,117,953$70,867,024,0008.13%
Henrickson Nauta Wealth Advisors, Inc. 162,662$9,934,0008.09%
PrairieView Partners, LLC 660,907$41,895,0005.84%
Adero Partners, LLC 465,580$29,513,0004.84%
SC&H Financial Advisors, Inc. 91,883$5,824,0003.21%
View complete list of AMERICAN CENTY ETF TR shareholders