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 | $15,149,544 | +12.7% | 272,229 | +16.2% | 0.01% | 0.0% |
| Q2 2023 | $13,445,950 | +19.5% | 234,250 | +18.8% | 0.01% | +25.0% |
| Q1 2023 | $11,249,053 | +142.6% | 197,248 | +126.3% | 0.00% | +100.0% |
| Q4 2022 | $4,636,147 | +156.6% | 87,162 | +120.1% | 0.00% | +100.0% |
| Q3 2022 | $1,807,000 | +30016.7% | 39,600 | +37258.5% | 0.00% | – |
| Q1 2022 | $6,000 | -84.2% | 106 | -88.8% | 0.00% | – |
| Q1 2020 | $38,000 | – | 948 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |