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 | ||||
|---|---|---|---|---|---|---|
| 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. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |