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 | $366,291 | +8.9% | 6,582 | +12.3% | 0.06% | +17.0% |
| Q2 2023 | $336,481 | +4.9% | 5,862 | +4.3% | 0.05% | 0.0% |
| Q1 2023 | $320,682 | +13.0% | 5,623 | +5.4% | 0.05% | +6.8% |
| Q4 2022 | $283,673 | +30.7% | 5,333 | +11.9% | 0.04% | +18.9% |
| Q3 2022 | $217,000 | +0.5% | 4,767 | +12.6% | 0.04% | +5.7% |
| Q2 2022 | $216,000 | -10.4% | 4,234 | +5.8% | 0.04% | +12.9% |
| Q1 2022 | $241,000 | -46.9% | 4,000 | -44.1% | 0.03% | -45.6% |
| Q4 2021 | $454,000 | +125.9% | 7,159 | +122.3% | 0.06% | +96.6% |
| Q3 2021 | $201,000 | – | 3,220 | – | 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% |