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 | $1,859,997 | +194.2% | 33,423 | +203.4% | 0.15% | +196.1% |
Q2 2023 | $632,326 | +73.8% | 11,016 | +72.7% | 0.05% | +64.5% |
Q1 2023 | $363,730 | +60.9% | 6,378 | +44.0% | 0.03% | +55.0% |
Q2 2022 | $226,000 | -13.7% | 4,428 | +1.8% | 0.02% | -4.8% |
Q1 2022 | $262,000 | -5.1% | 4,348 | 0.0% | 0.02% | -8.7% |
Q4 2021 | $276,000 | +2.2% | 4,348 | +1.4% | 0.02% | -14.8% |
Q2 2021 | $270,000 | +5.1% | 4,288 | +1.1% | 0.03% | 0.0% |
Q1 2021 | $257,000 | +5.8% | 4,242 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $243,000 | – | 4,242 | – | 0.03% | – |
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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% |