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 | $15,991,186 | +0.3% | 287,353 | +3.5% | 2.02% | +3.2% |
| Q2 2023 | $15,942,497 | +1.3% | 277,744 | +0.7% | 1.96% | -5.5% |
| Q1 2023 | $15,735,303 | +7.8% | 275,913 | +0.6% | 2.07% | +1.5% |
| Q4 2022 | $14,591,332 | +966.6% | 274,325 | +814.7% | 2.04% | +851.9% |
| Q3 2022 | $1,368,000 | -17.8% | 29,992 | -8.2% | 0.21% | -15.1% |
| Q2 2022 | $1,665,000 | -41.5% | 32,670 | -30.7% | 0.25% | -37.2% |
| Q1 2022 | $2,846,000 | +10.5% | 47,172 | +16.1% | 0.40% | +18.6% |
| Q4 2021 | $2,575,000 | – | 40,625 | – | 0.34% | – |
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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% |