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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |