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 | $11,555,316 | -3.4% | 207,643 | -0.3% | 2.35% | -18.6% |
| Q2 2023 | $11,959,617 | +0.2% | 208,356 | -0.4% | 2.89% | -14.0% |
| Q1 2023 | $11,934,855 | +5.7% | 209,273 | -1.4% | 3.36% | -12.6% |
| Q4 2022 | $11,286,507 | -0.7% | 212,192 | -0.3% | 3.84% | +0.0% |
| Q3 2022 | $11,369,000 | -3.1% | 212,832 | -7.6% | 3.84% | -33.3% |
| Q2 2022 | $11,734,000 | +69.7% | 230,259 | +100.9% | 5.75% | +35.1% |
| Q1 2022 | $6,916,000 | – | 114,616 | – | 4.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |