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 | $10,496,868 | -3.5% | 188,623 | -0.4% | 6.42% | -13.1% |
| Q2 2023 | $10,873,567 | -0.0% | 189,435 | -0.7% | 7.38% | -5.8% |
| Q1 2023 | $10,876,284 | +5.4% | 190,712 | -1.7% | 7.84% | -4.4% |
| Q4 2022 | $10,318,414 | +27.2% | 193,992 | +9.1% | 8.19% | +5.9% |
| Q3 2022 | $8,114,000 | -3.6% | 177,871 | +7.7% | 7.74% | +0.5% |
| Q2 2022 | $8,419,000 | -18.1% | 165,200 | -3.0% | 7.70% | -9.9% |
| Q1 2022 | $10,274,000 | +3.4% | 170,277 | +4.7% | 8.55% | +5.6% |
| Q4 2021 | $9,934,000 | – | 162,662 | – | 8.09% | – |
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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% |