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 | $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 ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |