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 | $34,562,594 | +189.4% | 621,070 | +198.5% | 0.04% | +200.0% |
| Q2 2023 | $11,944,432 | +6.1% | 208,092 | +5.4% | 0.02% | -6.2% |
| Q1 2023 | $11,261,860 | +29.4% | 197,473 | +20.7% | 0.02% | +23.1% |
| Q4 2022 | $8,703,939 | +47.3% | 163,637 | +26.3% | 0.01% | +30.0% |
| Q3 2022 | $5,909,000 | +42.9% | 129,531 | +59.6% | 0.01% | +42.9% |
| Q2 2022 | $4,135,000 | +2452.5% | 81,139 | +2928.7% | 0.01% | – |
| Q1 2022 | $162,000 | -76.7% | 2,679 | -75.6% | 0.00% | -100.0% |
| Q4 2021 | $696,000 | +56.1% | 10,972 | +53.7% | 0.00% | 0.0% |
| Q3 2021 | $446,000 | +173.6% | 7,137 | +176.2% | 0.00% | – |
| Q2 2021 | $163,000 | +8050.0% | 2,584 | +7730.3% | 0.00% | – |
| Q3 2020 | $2,000 | – | 33 | – | 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% |