AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 46 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,776,770 | +115.9% | 173,093 | +121.0% | 0.00% | +100.0% |
| Q1 2024 | $4,991,543 | -45.7% | 78,311 | -48.5% | 0.00% | -50.0% |
| Q4 2023 | $9,189,530 | -61.6% | 152,069 | -64.6% | 0.00% | -75.0% |
| Q3 2023 | $23,900,673 | -70.7% | 429,482 | -69.8% | 0.01% | -70.4% |
| Q2 2023 | $81,632,960 | +47.2% | 1,422,177 | +46.3% | 0.03% | +17.4% |
| Q1 2023 | $55,443,711 | -27.3% | 972,185 | -32.2% | 0.02% | -34.3% |
| Q4 2022 | $76,220,047 | +302.4% | 1,432,977 | +245.2% | 0.04% | +337.5% |
| Q3 2022 | $18,940,000 | -49.0% | 415,174 | -43.1% | 0.01% | -50.0% |
| Q2 2022 | $37,171,000 | +475.3% | 729,414 | +581.2% | 0.02% | +700.0% |
| Q1 2022 | $6,461,000 | +139.6% | 107,083 | +150.4% | 0.00% | +100.0% |
| Q2 2021 | $2,697,000 | -52.6% | 42,759 | -57.0% | 0.00% | -66.7% |
| Q4 2020 | $5,684,000 | +228.4% | 99,390 | +166.8% | 0.00% | +200.0% |
| Q2 2020 | $1,731,000 | -60.0% | 37,259 | -65.8% | 0.00% | -75.0% |
| Q1 2020 | $4,332,000 | +169.4% | 109,046 | +264.6% | 0.00% | +100.0% |
| Q4 2019 | $1,608,000 | – | 29,907 | – | 0.00% | – |
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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% |