AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,132,160 | -4.2% | 128,161 | -1.2% | 0.91% | -4.3% |
| Q2 2023 | $7,443,919 | +1.9% | 129,685 | +1.2% | 0.95% | +0.3% |
| Q1 2023 | $7,306,855 | +7.8% | 128,123 | +0.6% | 0.95% | +1.1% |
| Q4 2022 | $6,777,310 | +181.9% | 127,417 | +141.8% | 0.94% | +141.1% |
| Q3 2022 | $2,404,000 | +2.7% | 52,696 | +14.7% | 0.39% | +8.7% |
| Q2 2022 | $2,341,000 | +37.6% | 45,947 | +63.0% | 0.36% | +40.4% |
| Q1 2022 | $1,701,000 | +379.2% | 28,182 | +402.5% | 0.26% | +390.4% |
| Q4 2021 | $355,000 | +58.5% | 5,608 | +56.5% | 0.05% | +52.9% |
| Q3 2021 | $224,000 | – | 3,584 | – | 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% |