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 | $5,988,812 | -2.6% | 104,335 | -3.2% | 3.00% | -5.1% |
| Q1 2023 | $6,145,729 | -19.7% | 107,763 | -10.8% | 3.16% | +41.0% |
| Q4 2021 | $7,654,000 | +32.4% | 120,748 | +30.5% | 2.24% | +11.3% |
| Q3 2021 | $5,782,000 | -51.2% | 92,521 | -46.4% | 2.02% | -61.5% |
| Q2 2021 | $11,842,000 | +173.3% | 172,495 | +127.7% | 5.24% | +87.3% |
| Q4 2020 | $4,333,000 | -40.8% | 75,770 | -2.8% | 2.80% | -2.9% |
| Q3 2020 | $7,320,000 | – | 77,964 | – | 2.88% | – |
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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% |