AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,797,244 | -5.8% | 69,016 | +0.6% | 0.38% | -11.5% |
| Q2 2023 | $4,030,683 | +18.1% | 68,596 | +15.2% | 0.43% | -3.6% |
| Q1 2023 | $3,412,484 | +4.7% | 59,565 | +0.4% | 0.45% | -7.8% |
| Q4 2022 | $3,258,276 | +77.9% | 59,306 | +47.7% | 0.49% | +32.6% |
| Q3 2022 | $1,832,000 | +388.5% | 40,153 | +445.6% | 0.37% | +354.3% |
| Q2 2022 | $375,000 | – | 7,360 | – | 0.08% | – |
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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% |