AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,143 | -4.0% | 290,092 | -1.0% | 12.86% | -1.1% |
| Q2 2023 | $16,817 | -0.9% | 292,986 | -1.6% | 13.01% | -3.9% |
| Q1 2023 | $16,974 | +5.4% | 297,633 | -1.7% | 13.54% | -2.6% |
| Q4 2022 | $16,108 | -99.9% | 302,841 | +2.4% | 13.90% | +0.5% |
| Q3 2022 | $13,488,000 | -4.2% | 295,664 | +7.0% | 13.83% | -5.0% |
| Q2 2022 | $14,085,000 | -14.5% | 276,399 | +1.2% | 14.56% | -7.6% |
| Q1 2022 | $16,474,000 | -0.7% | 273,038 | +4.3% | 15.76% | +0.3% |
| Q4 2021 | $16,598,000 | – | 261,846 | – | 15.70% | – |
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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% |