AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 23 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,602 | +96856.2% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $703 | +0.6% | 12,248 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $699 | +7.4% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $651 | -99.9% | 12,248 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $559,000 | -10.4% | 12,248 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $624,000 | -15.6% | 12,248 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $739,000 | -4.8% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $776,000 | +1.4% | 12,248 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $765,000 | -0.9% | 12,248 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $772,000 | +4.2% | 12,248 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $741,000 | +5.9% | 12,248 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $700,000 | +16.1% | 12,248 | 0.0% | 0.03% | +3.8% |
| Q3 2020 | $603,000 | +9.6% | 12,248 | +3.4% | 0.03% | -3.7% |
| Q2 2020 | $550,000 | +25.6% | 11,850 | +7.4% | 0.03% | +3.8% |
| Q1 2020 | $438,000 | – | 11,031 | – | 0.03% | – |
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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% |