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 | $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 ↓ |
|---|---|---|---|
| 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% |