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 | $10,468,717 | +294.2% | 188,117 | +306.6% | 2.17% | +320.2% |
| Q2 2023 | $2,655,732 | +547.2% | 46,267 | +543.0% | 0.52% | +521.7% |
| Q1 2023 | $410,329 | +7.2% | 7,195 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $382,700 | +57.5% | 7,195 | +50.6% | 0.08% | +44.8% |
| Q3 2022 | $243,000 | 0.0% | 4,776 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $243,000 | -15.6% | 4,776 | 0.0% | 0.06% | -5.2% |
| Q1 2022 | $288,000 | -5.0% | 4,776 | 0.0% | 0.06% | +11.5% |
| Q4 2021 | $303,000 | +1.7% | 4,776 | 0.0% | 0.05% | -5.5% |
| Q3 2021 | $298,000 | -1.0% | 4,776 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $301,000 | +4.2% | 4,776 | 0.0% | 0.05% | -5.3% |
| Q1 2021 | $289,000 | +5.9% | 4,776 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $273,000 | +3.0% | 4,776 | -11.2% | 0.06% | -12.3% |
| Q3 2020 | $265,000 | -44.9% | 5,376 | -48.0% | 0.06% | -47.6% |
| Q2 2020 | $481,000 | – | 10,346 | – | 0.12% | – |
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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% |