AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 239 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,809,731 | -2.0% | 45,129 | +0.4% | 0.43% | -11.5% |
Q1 2024 | $2,866,133 | +5.4% | 44,966 | -0.1% | 0.49% | -2.8% |
Q4 2023 | $2,720,317 | +1001.0% | 45,016 | +913.9% | 0.50% | +880.4% |
Q3 2023 | $247,086 | -3.0% | 4,440 | 0.0% | 0.05% | 0.0% |
Q2 2023 | $254,856 | – | 4,440 | – | 0.05% | – |
Download |
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% |