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 | $35,437,058 | +22.5% | 636,785 | +26.3% | 0.02% | +23.1% |
| Q2 2023 | $28,932,828 | +18.7% | 504,056 | +17.9% | 0.01% | +8.3% |
| Q1 2023 | $24,373,050 | +24.9% | 427,372 | +16.5% | 0.01% | +20.0% |
| Q4 2022 | $19,507,124 | +64.4% | 366,744 | +41.0% | 0.01% | +42.9% |
| Q3 2022 | $11,866,000 | +33.4% | 260,116 | +49.0% | 0.01% | +40.0% |
| Q2 2022 | $8,897,000 | +12.9% | 174,591 | +33.7% | 0.01% | +25.0% |
| Q1 2022 | $7,881,000 | +17.2% | 130,622 | +23.2% | 0.00% | +33.3% |
| Q4 2021 | $6,722,000 | +46.2% | 106,048 | +44.1% | 0.00% | 0.0% |
| Q3 2021 | $4,599,000 | +58.1% | 73,594 | +59.5% | 0.00% | +50.0% |
| Q2 2021 | $2,909,000 | +139.2% | 46,126 | +129.5% | 0.00% | +100.0% |
| Q1 2021 | $1,216,000 | – | 20,095 | – | 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% |