AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,665 | -1.6% | 802,622 | +1.5% | 6.05% | +2.0% |
| Q2 2023 | $45,369 | +1.3% | 790,407 | +0.6% | 5.94% | -3.4% |
| Q1 2023 | $44,797 | +8.6% | 785,509 | +1.3% | 6.14% | +0.9% |
| Q4 2022 | $41,248 | -99.9% | 775,488 | +6.8% | 6.09% | +12.2% |
| Q3 2022 | $33,132,000 | -4.7% | 726,251 | +6.5% | 5.43% | +0.2% |
| Q2 2022 | $34,754,000 | -12.5% | 681,990 | +3.6% | 5.42% | -4.1% |
| Q1 2022 | $39,737,000 | -5.2% | 658,580 | -0.4% | 5.65% | -3.3% |
| Q4 2021 | $41,895,000 | +7.6% | 660,907 | +6.1% | 5.84% | +0.4% |
| Q3 2021 | $38,938,000 | +2.3% | 623,111 | +3.2% | 5.81% | +2.0% |
| Q2 2021 | $38,075,000 | +8.5% | 603,693 | +4.1% | 5.70% | +1.5% |
| Q1 2021 | $35,092,000 | +9.6% | 579,993 | +3.6% | 5.61% | -0.5% |
| Q4 2020 | $32,009,000 | +69484.8% | 559,704 | +59761.4% | 5.64% | +56290.0% |
| Q3 2020 | $46,000 | +7.0% | 935 | +2.0% | 0.01% | +11.1% |
| Q2 2020 | $43,000 | -40.3% | 917 | -50.0% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | – | 1,834 | – | 0.01% | – |
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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% |