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 ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |