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 | $4,216,885 | -4.0% | 75,775 | -1.0% | 1.52% | -4.6% |
| Q2 2023 | $4,391,508 | +0.3% | 76,507 | -0.3% | 1.59% | -4.7% |
| Q1 2023 | $4,376,212 | +8.8% | 76,735 | +1.5% | 1.67% | -2.9% |
| Q4 2022 | $4,022,082 | +41.4% | 75,617 | +21.3% | 1.72% | +36.9% |
| Q3 2022 | $2,844,000 | -3.3% | 62,344 | +8.0% | 1.26% | -1.4% |
| Q2 2022 | $2,941,000 | +1.2% | 57,703 | +19.8% | 1.28% | -10.4% |
| Q1 2022 | $2,905,000 | +22.8% | 48,147 | +29.0% | 1.42% | +29.4% |
| Q4 2021 | $2,366,000 | +36.4% | 37,317 | +34.4% | 1.10% | +27.8% |
| Q3 2021 | $1,735,000 | +39.5% | 27,771 | +40.8% | 0.86% | +30.9% |
| Q2 2021 | $1,244,000 | +39.5% | 19,726 | +33.8% | 0.66% | +17.7% |
| Q1 2021 | $892,000 | +61.6% | 14,739 | +52.7% | 0.56% | +46.7% |
| Q4 2020 | $552,000 | – | 9,655 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |