AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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. | 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% |