AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,509,212 | -5.8% | 422,448 | -2.8% | 0.04% | -2.3% |
| Q2 2023 | $24,953,588 | -0.8% | 434,731 | -1.4% | 0.04% | -8.3% |
| Q1 2023 | $25,153,517 | +57.6% | 441,058 | +47.0% | 0.05% | +50.0% |
| Q4 2022 | $15,957,254 | +542.1% | 300,000 | +450.7% | 0.03% | +433.3% |
| Q3 2022 | $2,485,000 | -7.8% | 54,479 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $2,694,000 | -6.7% | 52,858 | +10.5% | 0.01% | +20.0% |
| Q1 2022 | $2,887,000 | -4.4% | 47,849 | +0.4% | 0.01% | -16.7% |
| Q4 2021 | $3,021,000 | -20.1% | 47,656 | -21.2% | 0.01% | -25.0% |
| Q3 2021 | $3,781,000 | +34.5% | 60,500 | +35.7% | 0.01% | +33.3% |
| Q2 2021 | $2,812,000 | +6.2% | 44,584 | +1.9% | 0.01% | 0.0% |
| Q1 2021 | $2,647,000 | +7.7% | 43,750 | +1.8% | 0.01% | 0.0% |
| Q4 2020 | $2,458,000 | +19.0% | 42,977 | +2.5% | 0.01% | 0.0% |
| Q3 2020 | $2,065,000 | – | 41,912 | – | 0.01% | – |
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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% |