AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |