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 | $748 | -9.7% | 13,436 | -6.9% | 0.00% | 0.0% |
| Q2 2023 | $828 | -1.7% | 14,427 | -2.3% | 0.00% | -25.0% |
| Q1 2023 | $842 | -8.1% | 14,770 | -14.2% | 0.00% | -20.0% |
| Q4 2022 | $916 | -99.9% | 17,222 | -8.0% | 0.01% | 0.0% |
| Q3 2022 | $854,000 | -6.9% | 18,720 | +4.1% | 0.01% | -16.7% |
| Q2 2022 | $917,000 | -30.9% | 17,986 | -18.2% | 0.01% | -25.0% |
| Q1 2022 | $1,327,000 | -1.5% | 21,993 | +3.5% | 0.01% | 0.0% |
| Q4 2021 | $1,347,000 | +8.4% | 21,249 | +6.9% | 0.01% | -11.1% |
| Q3 2021 | $1,243,000 | +5.0% | 19,884 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $1,184,000 | +12.1% | 18,772 | +7.5% | 0.01% | -10.0% |
| Q1 2021 | $1,056,000 | – | 17,456 | – | 0.01% | – |
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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% |