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 | $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 ↓ |
|---|---|---|---|
| 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% |