AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |