AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 17 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,983 | -98.4% | 4,528 | -98.4% | 0.00% | -100.0% |
| Q2 2023 | $16,244,889 | +1509.3% | 283,012 | +1498.9% | 0.00% | – |
| Q1 2023 | $1,009,431 | -94.6% | 17,700 | -95.0% | 0.00% | -100.0% |
| Q4 2022 | $18,761,017 | +287.5% | 352,717 | +271.2% | 0.00% | +300.0% |
| Q2 2022 | $4,842,000 | +403.9% | 95,023 | +496.4% | 0.00% | – |
| Q1 2022 | $961,000 | +1.3% | 15,932 | +4.9% | 0.00% | – |
| Q3 2021 | $949,000 | -87.5% | 15,191 | -87.3% | 0.00% | -100.0% |
| Q2 2021 | $7,563,000 | +1995.0% | 119,919 | +1801.7% | 0.00% | – |
| Q4 2020 | $361,000 | -79.6% | 6,306 | -80.8% | 0.00% | -100.0% |
| Q4 2019 | $1,768,000 | – | 32,870 | – | 0.00% | – |
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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% |