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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,607,936 | +37.6% | 60,495 | +28.8% | 1.35% | +25.9% |
| Q3 2023 | $2,621,344 | -2.1% | 46,961 | +0.6% | 1.08% | +2.4% |
| Q2 2023 | $2,678,838 | +11.1% | 46,670 | +10.4% | 1.05% | +5.8% |
| Q1 2023 | $2,411,172 | -30.9% | 42,279 | -35.5% | 0.99% | -16.5% |
| Q4 2022 | $3,486,924 | +262.1% | 65,556 | +216.6% | 1.19% | +220.2% |
| Q3 2022 | $963,000 | +96.1% | 20,704 | +109.4% | 0.37% | +89.3% |
| Q2 2022 | $491,000 | +42.3% | 9,889 | +72.8% | 0.20% | -23.4% |
| Q1 2022 | $345,000 | – | 5,722 | – | 0.26% | – |
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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% |