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 | $44,065,292 | -0.4% | 791,829 | +2.8% | 14.39% | +19.0% |
| Q2 2023 | $44,229,773 | +12.8% | 770,554 | +12.1% | 12.09% | -12.3% |
| Q1 2023 | $39,207,558 | +9.9% | 687,490 | +2.5% | 13.78% | -7.4% |
| Q4 2022 | $35,688,976 | +20.0% | 670,972 | +3.0% | 14.88% | +11.0% |
| Q3 2022 | $29,732,000 | +35.1% | 651,729 | +51.0% | 13.41% | +29.4% |
| Q2 2022 | $22,002,000 | +25.8% | 431,746 | +48.9% | 10.36% | +7.3% |
| Q1 2022 | $17,490,000 | +12.0% | 289,876 | +17.6% | 9.66% | +5.2% |
| Q4 2021 | $15,620,000 | – | 246,404 | – | 9.18% | – |
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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% |