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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,566,158 | +1.1% | 28,143 | +4.2% | 0.17% | -2.9% |
| Q2 2023 | $1,549,742 | -2.3% | 26,999 | -2.9% | 0.17% | -13.2% |
| Q1 2023 | $1,586,232 | -17.5% | 27,814 | -23.0% | 0.20% | -32.3% |
| Q4 2022 | $1,922,447 | +32.9% | 36,143 | +14.0% | 0.29% | -12.1% |
| Q3 2022 | $1,446,000 | -2.8% | 31,700 | +8.5% | 0.33% | -13.8% |
| Q2 2022 | $1,488,000 | -14.4% | 29,205 | +1.4% | 0.38% | -12.9% |
| Q1 2022 | $1,738,000 | +0.9% | 28,796 | +6.0% | 0.44% | -8.5% |
| Q4 2021 | $1,722,000 | – | 27,168 | – | 0.48% | – |
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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% |