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 | $2,444,049 | +19.7% | 43,918 | +23.5% | 0.05% | +15.2% |
| Q2 2023 | $2,041,673 | +10.4% | 35,569 | +9.6% | 0.05% | -6.1% |
| Q1 2023 | $1,850,123 | +8.3% | 32,441 | +1.0% | 0.05% | +14.0% |
| Q4 2022 | $1,708,618 | -8.2% | 32,122 | -21.3% | 0.04% | -17.3% |
| Q3 2022 | $1,861,000 | -7.2% | 40,798 | +3.7% | 0.05% | +2.0% |
| Q2 2022 | $2,005,000 | -12.1% | 39,338 | +4.0% | 0.05% | 0.0% |
| Q1 2022 | $2,282,000 | +2.1% | 37,820 | +7.3% | 0.05% | +4.1% |
| Q4 2021 | $2,234,000 | – | 35,249 | – | 0.05% | – |
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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% |