AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,524,455 | -1.4% | 440,691 | +1.7% | 6.46% | -5.5% |
| Q2 2023 | $24,862,638 | -1.4% | 433,147 | +0.5% | 6.84% | -4.3% |
| Q1 2023 | $25,216,055 | +115.2% | 430,970 | +107.8% | 7.15% | +116.7% |
| Q4 2022 | $11,719,252 | +26.4% | 207,347 | +3.5% | 3.30% | +9.2% |
| Q3 2022 | $9,271,000 | -11.3% | 200,371 | +2.5% | 3.02% | -2.8% |
| Q2 2022 | $10,453,000 | -13.5% | 195,493 | -2.4% | 3.11% | -6.9% |
| Q1 2022 | $12,082,000 | – | 200,247 | – | 3.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |