AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,000 | -54.2% | 46,254 | -52.8% | 0.00% | 0.0% |
| Q2 2023 | $5,623,000 | +415.4% | 97,950 | +411.8% | 0.00% | – |
| Q1 2023 | $1,091,000 | +14.2% | 19,138 | +2.3% | 0.00% | – |
| Q4 2022 | $955,000 | +20.7% | 18,701 | +7.9% | 0.00% | – |
| Q3 2022 | $791,000 | +5984.6% | 17,336 | +6491.6% | 0.00% | – |
| Q2 2022 | $13,000 | -77.2% | 263 | -72.3% | 0.00% | – |
| Q1 2022 | $57,000 | -49.1% | 949 | -46.3% | 0.00% | – |
| Q4 2021 | $112,000 | +36.6% | 1,767 | +34.4% | 0.00% | – |
| Q3 2021 | $82,000 | -45.3% | 1,315 | -44.6% | 0.00% | – |
| Q2 2021 | $150,000 | +4.9% | 2,374 | +0.6% | 0.00% | – |
| Q1 2021 | $143,000 | +10.9% | 2,360 | +5.1% | 0.00% | – |
| Q4 2020 | $129,000 | +17.3% | 2,246 | +0.9% | 0.00% | – |
| Q3 2020 | $110,000 | +307.4% | 2,227 | +279.4% | 0.00% | – |
| Q2 2020 | $27,000 | – | 587 | – | 0.00% | – |
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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% |