AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,539,000 | +0.1% | 274,851 | +11.8% | 1.18% | +5.7% |
| Q2 2022 | $12,524,000 | -16.3% | 245,768 | -0.9% | 1.12% | +4.3% |
| Q1 2022 | $14,971,000 | +10.3% | 248,121 | +14.3% | 1.07% | +0.1% |
| Q4 2021 | $13,570,000 | 0.0% | 217,150 | 0.0% | 1.07% | -14.2% |
| Q3 2021 | $13,570,000 | +13.8% | 217,150 | +14.8% | 1.25% | +39.2% |
| Q2 2021 | $11,928,000 | +29.4% | 189,119 | +24.1% | 0.90% | +12.8% |
| Q1 2021 | $9,220,000 | +28.6% | 152,385 | +21.6% | 0.79% | +21.6% |
| Q4 2020 | $7,169,000 | +47.1% | 125,355 | +26.7% | 0.65% | +27.5% |
| Q3 2020 | $4,874,000 | +21.5% | 98,938 | +14.5% | 0.51% | +12.3% |
| Q2 2020 | $4,012,000 | +9.0% | 86,377 | -6.8% | 0.46% | -15.2% |
| Q1 2020 | $3,682,000 | – | 92,681 | – | 0.54% | – |
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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% |