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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,541 | -3.3% | 191,116 | -10.9% | 0.62% | -3.7% |
| Q3 2023 | $11,935 | -3.0% | 214,466 | 0.0% | 0.65% | -0.8% |
| Q2 2023 | $12,310 | +0.6% | 214,466 | 0.0% | 0.65% | -3.4% |
| Q1 2023 | $12,231 | +3.8% | 214,466 | -3.2% | 0.68% | -3.2% |
| Q4 2022 | $11,780 | -99.9% | 221,466 | 0.0% | 0.70% | +2.3% |
| Q3 2022 | $10,103,000 | +10.5% | 221,466 | +23.4% | 0.68% | +10.7% |
| Q2 2022 | $9,146,000 | -13.4% | 179,466 | +2.6% | 0.62% | -7.4% |
| Q1 2022 | $10,557,000 | -4.8% | 174,966 | 0.0% | 0.66% | -5.9% |
| Q4 2021 | $11,091,000 | +1.3% | 174,966 | 0.0% | 0.71% | -1.9% |
| Q3 2021 | $10,946,000 | -0.8% | 174,966 | 0.0% | 0.72% | -1.9% |
| Q2 2021 | $11,035,000 | +4.2% | 174,966 | 0.0% | 0.73% | -3.4% |
| Q1 2021 | $10,586,000 | +7.5% | 174,966 | +1.6% | 0.76% | -0.7% |
| Q4 2020 | $9,852,000 | +7.1% | 172,266 | -7.8% | 0.76% | -2.4% |
| Q3 2020 | $9,200,000 | +6.1% | 186,765 | 0.0% | 0.78% | -27.7% |
| Q2 2020 | $8,675,000 | – | 186,765 | – | 1.08% | – |
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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% |