AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,245 | -5.8% | 22,969 | -2.8% | 0.07% | -1.5% |
| Q2 2023 | $1,356,670 | +0.8% | 23,635 | +0.1% | 0.07% | -2.9% |
| Q1 2023 | $1,346,354 | +7.3% | 23,608 | +0.0% | 0.07% | +7.8% |
| Q4 2022 | $1,255,287 | +153.6% | 23,600 | +117.3% | 0.06% | +100.0% |
| Q3 2022 | $495,000 | +0.4% | 10,860 | +12.2% | 0.03% | -8.6% |
| Q2 2022 | $493,000 | -88.4% | 9,679 | -86.2% | 0.04% | -89.9% |
| Q1 2022 | $4,239,000 | -49.6% | 70,251 | -47.2% | 0.35% | +4.8% |
| Q4 2021 | $8,408,000 | +93.1% | 132,954 | +90.8% | 0.33% | -8.3% |
| Q3 2021 | $4,355,000 | +7.7% | 69,688 | +8.7% | 0.36% | +4.3% |
| Q2 2021 | $4,044,000 | +53.6% | 64,118 | +47.3% | 0.35% | +15.3% |
| Q1 2021 | $2,633,000 | +37.4% | 43,518 | +29.8% | 0.30% | +46.1% |
| Q4 2020 | $1,917,000 | +356.4% | 33,518 | +293.5% | 0.21% | +227.0% |
| Q3 2020 | $420,000 | -32.6% | 8,518 | -36.5% | 0.06% | -36.4% |
| Q2 2020 | $623,000 | +22.9% | 13,410 | +5.1% | 0.10% | -10.0% |
| Q1 2020 | $507,000 | – | 12,760 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |