AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 64 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,295 | -10.6% | 41,237 | -7.8% | 0.36% | -8.5% |
| Q2 2023 | $2,568 | -99.9% | 44,732 | +3.3% | 0.39% | -4.0% |
| Q1 2023 | $2,469,513 | +8.3% | 43,302 | +1.0% | 0.40% | +0.5% |
| Q4 2022 | $2,279,883 | -13.2% | 42,863 | -25.6% | 0.40% | -26.3% |
| Q3 2022 | $2,628,000 | -6.0% | 57,614 | +5.0% | 0.55% | -3.4% |
| Q2 2022 | $2,796,000 | -5.9% | 54,865 | +11.5% | 0.57% | +5.4% |
| Q1 2022 | $2,970,000 | +38.7% | 49,216 | +45.6% | 0.54% | +38.8% |
| Q4 2021 | $2,142,000 | +112.3% | 33,798 | +109.3% | 0.39% | +92.5% |
| Q3 2021 | $1,009,000 | +99.8% | 16,150 | +101.8% | 0.20% | +101.0% |
| Q2 2021 | $505,000 | – | 8,004 | – | 0.10% | – |
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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% |