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 | $12,586,243 | -11.2% | 226,167 | -8.4% | 5.54% | -10.3% |
Q2 2023 | $14,173,141 | -1.1% | 246,918 | -1.8% | 6.17% | -6.4% |
Q1 2023 | $14,336,163 | -1.2% | 251,379 | -7.8% | 6.59% | -6.1% |
Q4 2022 | $14,508,388 | -39.9% | 272,765 | -48.5% | 7.02% | -44.7% |
Q3 2022 | $24,153,000 | -6.3% | 529,449 | +4.7% | 12.70% | +0.9% |
Q2 2022 | $25,765,000 | +19.5% | 505,594 | +42.7% | 12.59% | +14.1% |
Q1 2022 | $21,566,000 | -50.7% | 354,359 | -48.7% | 11.03% | +11.4% |
Q4 2021 | $43,774,000 | +0.7% | 690,553 | -0.7% | 9.91% | -1.7% |
Q3 2021 | $43,465,000 | +4.9% | 695,549 | +2.5% | 10.08% | +1.8% |
Q2 2021 | $41,442,000 | +5.4% | 678,704 | +4.5% | 9.90% | -6.9% |
Q1 2021 | $39,315,000 | +8.1% | 649,786 | +4.7% | 10.63% | +0.2% |
Q4 2020 | $36,369,000 | – | 620,735 | – | 10.61% | – |
Download |
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% |