AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,232,524 | -4.8% | 22,148 | -1.8% | 0.18% | -2.2% |
| Q2 2023 | $1,294,668 | -5.9% | 22,555 | -6.5% | 0.18% | -12.0% |
| Q1 2023 | $1,375,551 | +8.0% | 24,120 | +0.8% | 0.21% | +1.0% |
| Q4 2022 | $1,273,091 | -0.2% | 23,935 | -14.5% | 0.21% | -15.2% |
| Q3 2022 | $1,276,000 | -10.8% | 27,979 | -0.3% | 0.24% | -7.2% |
| Q2 2022 | $1,430,000 | +4.8% | 28,055 | +24.1% | 0.26% | +15.4% |
| Q1 2022 | $1,364,000 | +45.1% | 22,606 | +52.4% | 0.23% | +27.4% |
| Q4 2021 | $940,000 | -0.2% | 14,830 | -1.6% | 0.18% | -10.1% |
| Q3 2021 | $942,000 | – | 15,076 | – | 0.20% | – |
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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% |