AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $690,310 | -3.0% | 12,404 | 0.0% | 0.24% | -16.8% |
| Q2 2023 | $712,018 | -8.0% | 12,404 | -8.6% | 0.29% | -13.4% |
| Q1 2023 | $773,764 | -6.3% | 13,568 | -12.6% | 0.34% | -8.4% |
| Q4 2022 | $826,023 | -1.8% | 15,530 | -15.7% | 0.37% | -19.5% |
| Q3 2022 | $841,000 | -45.0% | 18,428 | -38.6% | 0.46% | -46.0% |
| Q2 2022 | $1,528,000 | -23.3% | 29,991 | -9.2% | 0.85% | -20.5% |
| Q1 2022 | $1,993,000 | +116.9% | 33,032 | +128.0% | 1.07% | +95.6% |
| Q4 2021 | $919,000 | – | 14,490 | – | 0.54% | – |
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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% |