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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,461,634 | -4.2% | 25,464 | -4.8% | 0.82% | -9.8% |
| Q1 2023 | $1,525,865 | -80.0% | 26,755 | -81.3% | 0.92% | -83.8% |
| Q4 2022 | $7,619,239 | +4.6% | 143,246 | -10.3% | 5.66% | -2.2% |
| Q3 2022 | $7,287,000 | -2.3% | 159,725 | +9.1% | 5.78% | +6.0% |
| Q2 2022 | $7,458,000 | +22.5% | 146,355 | +45.0% | 5.46% | +40.5% |
| Q1 2022 | $6,090,000 | +1140.3% | 100,940 | +1202.6% | 3.88% | +1178.0% |
| Q4 2021 | $491,000 | – | 7,749 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |