Perigon Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

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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%.

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Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$2,915,950
-35.5%
52,398
-33.5%
0.12%
+32.6%
Q2 2023$4,522,206
+100.5%
78,784
+99.2%
0.09%
-30.5%
Q1 2023$2,255,424
+11.0%
39,548
+3.5%
0.13%
+103.2%
Q4 2022$2,031,541
+82.4%
38,194
+56.4%
0.06%
-34.4%
Q3 2022$1,114,000
-6.1%
24,427
+5.0%
0.10%
-3.0%
Q2 2022$1,186,000
+27.3%
23,274
+50.7%
0.10%
+50.0%
Q1 2022$932,000
+25.8%
15,442
+32.2%
0.07%
+24.5%
Q4 2021$741,000
+8.5%
11,685
+6.9%
0.05%
-10.2%
Q3 2021$683,000
+2.1%
10,932
+3.1%
0.06%0.0%
Q2 2021$669,000
+4.2%
10,601
-0.2%
0.06%
-9.2%
Q1 2021$642,000
+10.1%
10,618
+4.1%
0.06%
-4.4%
Q4 2020$583,000
+19.0%
10,198
+2.6%
0.07%0.0%
Q3 2020$490,000
+49.4%
9,940
+41.0%
0.07%
+30.8%
Q2 2020$328,000
-70.6%
7,051
-71.1%
0.05%
-45.8%
Q3 2011$1,114,000–24,427–0.10%–
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Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 796,218$48,041,00017.56%
BCR Wealth Strategies, LLC 273,038$16,474,00015.76%
Versant Capital Management, Inc 579,184$34,946,00011.14%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 354,359$21,566,00011.03%
GREENUP STREET WEALTH MANAGEMENT LLC 289,876$17,490,0009.66%
Henrickson Nauta Wealth Advisors, Inc. 170,277$10,274,0008.55%
WIPFLI FINANCIAL ADVISORS LLC, 1,354,629$81,734,361,0008.25%
PrairieView Partners, LLC 658,580$39,737,0005.65%
SC&H Financial Advisors, Inc. 151,130$9,119,0004.34%
Adero Partners, LLC 485,115$29,270,0004.30%
View complete list of AMERICAN CENTY ETF TR shareholders