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 | $8,941,155 | -0.6% | 160,666 | +2.5% | 0.81% | +5.6% |
| Q2 2023 | $8,994,226 | +5.0% | 156,699 | +4.4% | 0.77% | -1.8% |
| Q1 2023 | $8,561,888 | +9.5% | 150,130 | +2.1% | 0.78% | +1.8% |
| Q4 2022 | $7,819,225 | +17.1% | 147,006 | +0.4% | 0.77% | +15.3% |
| Q3 2022 | $6,679,000 | -8.7% | 146,409 | +2.0% | 0.67% | -7.2% |
| Q2 2022 | $7,318,000 | -11.7% | 143,597 | +4.6% | 0.72% | +38.8% |
| Q1 2022 | $8,284,000 | +10.8% | 137,288 | +16.4% | 0.52% | +12.6% |
| Q4 2021 | $7,474,000 | +75.6% | 117,902 | +73.1% | 0.46% | +55.4% |
| Q3 2021 | $4,256,000 | +149.0% | 68,108 | +151.4% | 0.30% | +161.9% |
| Q2 2021 | $1,709,000 | +46.9% | 27,091 | +41.0% | 0.11% | +36.1% |
| Q1 2021 | $1,163,000 | +350.8% | 19,217 | +325.5% | 0.08% | +295.2% |
| Q4 2020 | $258,000 | – | 4,516 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |