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 | $25,331,711 | +17.8% | 455,196 | +21.5% | 0.00% | +50.0% |
| Q2 2023 | $21,498,096 | +38.0% | 374,531 | +37.1% | 0.00% | 0.0% |
| Q1 2023 | $15,578,680 | +92.4% | 273,166 | +79.4% | 0.00% | +100.0% |
| Q4 2022 | $8,097,273 | +59.5% | 152,233 | +36.8% | 0.00% | 0.0% |
| Q3 2022 | $5,076,000 | -18.7% | 111,267 | -9.2% | 0.00% | 0.0% |
| Q2 2022 | $6,246,000 | +50.6% | 122,562 | +78.3% | 0.00% | 0.0% |
| Q1 2022 | $4,148,000 | +164.4% | 68,745 | +177.7% | 0.00% | – |
| Q4 2021 | $1,569,000 | +411.1% | 24,753 | +404.0% | 0.00% | – |
| Q3 2021 | $307,000 | -4.4% | 4,911 | -3.6% | 0.00% | – |
| Q2 2021 | $321,000 | +158.9% | 5,097 | +148.6% | 0.00% | – |
| Q1 2021 | $124,000 | +4033.3% | 2,050 | +3767.9% | 0.00% | – |
| Q4 2020 | $3,000 | – | 53 | – | 0.00% | – |
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% |