AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 310 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,824,916 | +25.3% | 125,681 | +28.3% | 2.36% | +5.5% |
| Q1 2024 | $6,243,505 | +30.1% | 97,953 | +23.3% | 2.24% | +15.9% |
| Q4 2023 | $4,799,887 | +26.7% | 79,429 | +16.7% | 1.93% | +183.2% |
| Q3 2023 | $3,787,177 | +4.5% | 68,054 | +7.8% | 0.68% | +5.4% |
| Q2 2023 | $3,623,901 | +44.2% | 63,134 | +43.3% | 0.65% | +67.4% |
| Q1 2023 | $2,512,377 | – | 44,054 | – | 0.39% | – |
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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% |