AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
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% | – |
Download | ||||||
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% |