AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,614,075 | -4.0% | 67,490 | +3.6% | 0.20% | -0.5% |
| Q2 2023 | $3,765,397 | +1.2% | 65,123 | +2.7% | 0.20% | -9.7% |
| Q1 2023 | $3,719,674 | +7.5% | 63,411 | +5.5% | 0.22% | +2.4% |
| Q4 2022 | $3,460,612 | +19.9% | 60,132 | +4.0% | 0.21% | +2.9% |
| Q3 2022 | $2,887,000 | -2.9% | 57,823 | +4.0% | 0.21% | -4.2% |
| Q2 2022 | $2,973,000 | +27.9% | 55,597 | +31.6% | 0.22% | +21.5% |
| Q1 2022 | $2,324,000 | -15.4% | 42,263 | -5.4% | 0.18% | -9.2% |
| Q4 2021 | $2,746,000 | -2.2% | 44,678 | +3.3% | 0.20% | -1.0% |
| Q3 2021 | $2,809,000 | -7.2% | 43,256 | -9.4% | 0.20% | +74.3% |
| Q2 2021 | $3,028,000 | +139.4% | 47,748 | +138.3% | 0.11% | +8.7% |
| Q1 2021 | $1,265,000 | +61.1% | 20,039 | +49.9% | 0.10% | +40.5% |
| Q4 2020 | $785,000 | +57.6% | 13,368 | +33.0% | 0.07% | +25.4% |
| Q3 2020 | $498,000 | +1.4% | 10,054 | +0.4% | 0.06% | -3.3% |
| Q2 2020 | $491,000 | +18.9% | 10,014 | +1.2% | 0.06% | -4.7% |
| Q1 2020 | $413,000 | +29.9% | 9,892 | +68.7% | 0.06% | +64.1% |
| Q4 2019 | $318,000 | – | 5,863 | – | 0.04% | – |
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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% |