AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
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 ↓ |
|---|---|---|---|
| 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% |