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 | $18,141,065 | +1.9% | 325,985 | +5.1% | 3.42% | -4.2% |
| Q2 2023 | $17,797,961 | +8.1% | 310,069 | +7.4% | 3.57% | -2.5% |
| Q1 2023 | $16,458,858 | +8.8% | 288,600 | +1.5% | 3.66% | +5.6% |
| Q4 2022 | $15,130,481 | +60.7% | 284,461 | +37.8% | 3.47% | +36.9% |
| Q3 2022 | $9,415,000 | +476.2% | 206,387 | +543.7% | 2.53% | +456.9% |
| Q2 2022 | $1,634,000 | -53.1% | 32,063 | -44.5% | 0.46% | -45.5% |
| Q1 2022 | $3,484,000 | -27.2% | 57,735 | -23.5% | 0.84% | -27.4% |
| Q4 2021 | $4,783,000 | – | 75,452 | – | 1.15% | – |
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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% |