AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,073,827 | -11.0% | 37,266 | -8.2% | 1.39% | -2.9% |
| Q2 2023 | $2,330,643 | +0.7% | 40,604 | +0.0% | 1.43% | -2.1% |
| Q1 2023 | $2,315,265 | +6.7% | 40,597 | -0.5% | 1.46% | +1.4% |
| Q4 2022 | $2,170,328 | +14.2% | 40,803 | -2.0% | 1.44% | +7.1% |
| Q3 2022 | $1,900,000 | -11.7% | 41,650 | -1.3% | 1.34% | -6.8% |
| Q2 2022 | $2,151,000 | – | 42,210 | – | 1.44% | – |
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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% |