AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,328,857 | -0.4% | 257,482 | +2.7% | 4.76% | +0.2% |
| Q2 2023 | $14,387,467 | +5.5% | 250,653 | +4.8% | 4.75% | -4.4% |
| Q1 2023 | $13,636,862 | +8.6% | 239,117 | +1.3% | 4.97% | -4.5% |
| Q4 2022 | $12,559,212 | +24.6% | 236,120 | +6.9% | 5.20% | +3.3% |
| Q3 2022 | $10,077,000 | -0.9% | 220,897 | +10.7% | 5.04% | +6.3% |
| Q2 2022 | $10,165,000 | +11.5% | 199,469 | +32.0% | 4.74% | +9.3% |
| Q1 2022 | $9,119,000 | +56.6% | 151,130 | +64.5% | 4.34% | +34.9% |
| Q4 2021 | $5,824,000 | – | 91,883 | – | 3.21% | – |
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% |