AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 46 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,659 | -86.9% | 497 | -86.5% | 0.01% | -86.8% |
| Q2 2023 | $211,806 | -29.5% | 3,690 | -30.0% | 0.05% | -33.8% |
| Q1 2023 | $300,492 | -32.1% | 5,269 | -36.7% | 0.08% | -38.9% |
| Q4 2022 | $442,434 | -1.2% | 8,318 | -15.3% | 0.13% | -6.4% |
| Q3 2022 | $448,000 | -10.4% | 9,818 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $500,000 | -15.5% | 9,818 | 0.0% | 0.14% | +2.9% |
| Q1 2022 | $592,000 | -4.8% | 9,818 | 0.0% | 0.14% | +6.2% |
| Q4 2021 | $622,000 | +160.3% | 9,818 | +156.7% | 0.13% | +140.7% |
| Q3 2021 | $239,000 | +671.0% | 3,825 | +669.6% | 0.05% | +671.4% |
| Q2 2021 | $31,000 | +3.3% | 497 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +7.1% | 497 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $28,000 | +16.7% | 497 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $24,000 | +4.3% | 497 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | – | 497 | – | 0.01% | – |
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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% |