HTG Investment Advisors, Inc. - AMERICAN CENTY ETF TR ownership

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
HTG Investment Advisors, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$5,392,930
+15.0%
96,908
+18.6%
4.32%
+11.6%
Q2 2023$4,690,384
+2.7%
81,714
+2.0%
3.87%
-6.9%
Q1 2023$4,567,533
+9.1%
80,090
+1.7%
4.16%
-1.8%
Q4 2022$4,187,38378,7254.24%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 809,101$51,289,00017.55%
BCR Wealth Strategies, LLC 261,846$16,598,00015.70%
Versant Capital Management, Inc 579,003$36,703,00011.97%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 690,553$43,774,0009.91%
GREENUP STREET WEALTH MANAGEMENT LLC 246,404$15,620,0009.18%
WIPFLI FINANCIAL ADVISORS LLC, 1,117,953$70,867,024,0008.13%
Henrickson Nauta Wealth Advisors, Inc. 162,662$9,934,0008.09%
PrairieView Partners, LLC 660,907$41,895,0005.84%
Adero Partners, LLC 465,580$29,513,0004.84%
SC&H Financial Advisors, Inc. 91,883$5,824,0003.21%
View complete list of AMERICAN CENTY ETF TR shareholders