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 2023 | $416,686 | -3.0% | 7,488 | 0.0% | 0.20% | +3.1% |
| Q2 2023 | $429,789 | +0.6% | 7,488 | 0.0% | 0.19% | -5.4% |
| Q1 2023 | $427,019 | +5.3% | 7,488 | -1.8% | 0.20% | -0.5% |
| Q4 2022 | $405,713 | +16.6% | 7,628 | 0.0% | 0.20% | +12.6% |
| Q3 2022 | $348,000 | -16.9% | 7,628 | -7.3% | 0.18% | -11.7% |
| Q2 2022 | $419,000 | -21.5% | 8,228 | -7.1% | 0.21% | -7.2% |
| Q1 2022 | $534,000 | -10.4% | 8,853 | -5.8% | 0.22% | -5.5% |
| Q4 2021 | $596,000 | +161.4% | 9,403 | +157.5% | 0.24% | +130.4% |
| Q3 2021 | $228,000 | +15.2% | 3,652 | +16.2% | 0.10% | +8.5% |
| Q2 2021 | $198,000 | +39.4% | 3,142 | +34.0% | 0.09% | +20.5% |
| Q1 2021 | $142,000 | +6.0% | 2,344 | 0.0% | 0.08% | +5.4% |
| Q4 2020 | $134,000 | +2.3% | 2,344 | -11.1% | 0.07% | -11.9% |
| Q3 2020 | $131,000 | +6.5% | 2,638 | 0.0% | 0.08% | -2.3% |
| Q2 2020 | $123,000 | +161.7% | 2,638 | +124.3% | 0.09% | +132.4% |
| Q1 2020 | $47,000 | +46.9% | 1,176 | +96.0% | 0.04% | +94.7% |
| Q4 2019 | $32,000 | – | 600 | – | 0.02% | – |
Download | ||||||
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% |