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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,624,930 | -1.9% | 280,771 | +1.2% | 2.51% | -21.5% |
| Q2 2023 | $15,922,383 | +2.1% | 277,393 | +1.5% | 3.19% | -6.1% |
| Q1 2023 | $15,588,580 | +19.1% | 273,340 | +11.1% | 3.40% | +7.5% |
| Q4 2022 | $13,088,942 | +1671.2% | 246,079 | +1419.3% | 3.17% | +1452.0% |
| Q3 2022 | $739,000 | -29.9% | 16,197 | -21.7% | 0.20% | -6.4% |
| Q2 2022 | $1,054,000 | +226.3% | 20,684 | +286.6% | 0.22% | +175.9% |
| Q1 2022 | $323,000 | +23.3% | 5,350 | +29.5% | 0.08% | +36.2% |
| Q4 2021 | $262,000 | +12.9% | 4,130 | +11.5% | 0.06% | -9.4% |
| Q3 2021 | $232,000 | +4.0% | 3,705 | +4.7% | 0.06% | -9.9% |
| Q2 2021 | $223,000 | +0.9% | 3,540 | 0.0% | 0.07% | -36.6% |
| Q1 2021 | $221,000 | – | 3,540 | – | 0.11% | – |
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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% |