True Wealth Design, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$6,309,728
+4.4%
113,382
+7.7%
2.11%
-4.4%
Q2 2023$6,042,231
-1.4%
105,265
-2.0%
2.21%
-14.0%
Q1 2023$6,126,968
+5.5%
107,434
-1.6%
2.57%
-4.4%
Q4 2022$5,806,546109,1662.69%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 796,218$48,041,00017.56%
BCR Wealth Strategies, LLC 273,038$16,474,00015.76%
Versant Capital Management, Inc 579,184$34,946,00011.14%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 354,359$21,566,00011.03%
GREENUP STREET WEALTH MANAGEMENT LLC 289,876$17,490,0009.66%
Henrickson Nauta Wealth Advisors, Inc. 170,277$10,274,0008.55%
WIPFLI FINANCIAL ADVISORS LLC, 1,354,629$81,734,361,0008.25%
PrairieView Partners, LLC 658,580$39,737,0005.65%
SC&H Financial Advisors, Inc. 151,130$9,119,0004.34%
Adero Partners, LLC 485,115$29,270,0004.30%
View complete list of AMERICAN CENTY ETF TR shareholders