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 | $1,883,809 | -2.9% | 33,851 | +0.1% | 0.47% | -2.9% |
Q2 2023 | $1,940,809 | -1.6% | 33,812 | -2.2% | 0.49% | -9.3% |
Q1 2023 | $1,971,756 | -3.9% | 34,574 | -10.4% | 0.54% | -12.1% |
Q4 2022 | $2,052,320 | +828.7% | 38,585 | +697.5% | 0.61% | +714.7% |
Q3 2022 | $221,000 | -85.6% | 4,838 | -81.0% | 0.08% | -84.0% |
Q1 2022 | $1,534,000 | +22.7% | 25,426 | +28.9% | 0.47% | +25.1% |
Q4 2021 | $1,250,000 | – | 19,724 | – | 0.38% | – |
Download |
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% |