AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,276,040 | -21.0% | 112,777 | -18.5% | 0.14% | -18.7% |
| Q2 2023 | $7,947,259 | +98.0% | 138,454 | +83.5% | 0.17% | +50.0% |
| Q4 2022 | $4,014,036 | +114.3% | 75,466 | +83.8% | 0.11% | +93.2% |
| Q3 2022 | $1,873,000 | -62.1% | 41,059 | -57.7% | 0.06% | -57.6% |
| Q2 2022 | $4,944,000 | +618.6% | 97,018 | +750.5% | 0.14% | +631.6% |
| Q1 2022 | $688,000 | -36.4% | 11,407 | -34.0% | 0.02% | -56.8% |
| Q3 2021 | $1,081,000 | -30.3% | 17,293 | -29.7% | 0.04% | -17.0% |
| Q2 2021 | $1,551,000 | +164.7% | 24,593 | +154.1% | 0.05% | +60.6% |
| Q1 2021 | $586,000 | – | 9,678 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |