AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 228 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. 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% | – |
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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% |