AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,636,176 | -3.0% | 101,279 | 0.0% | 0.94% | -10.5% |
| Q2 2023 | $5,813,415 | +0.5% | 101,279 | -0.2% | 1.05% | -8.0% |
| Q1 2023 | $5,784,667 | +6.1% | 101,432 | -1.0% | 1.14% | -13.7% |
| Q4 2022 | $5,450,220 | +83.9% | 102,467 | +57.7% | 1.32% | +54.4% |
| Q3 2022 | $2,963,293 | +363.6% | 64,956 | +417.8% | 0.85% | +379.8% |
| Q2 2022 | $639,242 | -86.3% | 12,544 | -83.8% | 0.18% | -88.4% |
| Q1 2022 | $4,670,333 | +514.1% | 77,404 | +545.2% | 1.53% | +243.6% |
| Q4 2021 | $760,490 | – | 11,997 | – | 0.44% | – |
Download | ||||||
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% |