AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,050,185 | +15.7% | 108,718 | +19.3% | 5.14% | +33.5% |
| Q2 2023 | $5,229,288 | +46.0% | 91,102 | +103.3% | 3.85% | +29.7% |
| Q1 2023 | $3,581,997 | +587.3% | 44,816 | +357.4% | 2.97% | +568.2% |
| Q4 2022 | $521,156 | +5.7% | 9,798 | -9.7% | 0.44% | 0.0% |
| Q3 2022 | $493,000 | -16.3% | 10,853 | -6.3% | 0.44% | -13.1% |
| Q2 2022 | $589,000 | -15.7% | 11,586 | +0.1% | 0.51% | -0.6% |
| Q1 2022 | $699,000 | +25.3% | 11,573 | +31.5% | 0.51% | +18.2% |
| Q4 2021 | $558,000 | – | 8,800 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |