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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $37,732,750 | +8.6% | 624,404 | -0.0% | 11.25% | +1.9% |
| Q3 2023 | $34,751,713 | +1.3% | 624,469 | +4.5% | 11.04% | +0.6% |
| Q2 2023 | $34,317,388 | +2.1% | 597,864 | +1.4% | 10.97% | -2.9% |
| Q1 2023 | $33,624,614 | +6.7% | 589,595 | -0.4% | 11.30% | -0.9% |
| Q4 2022 | $31,501,841 | +16.5% | 592,251 | -0.1% | 11.40% | +7.6% |
| Q3 2022 | $27,037,000 | -10.0% | 592,646 | +0.6% | 10.60% | -3.7% |
| Q2 2022 | $30,027,000 | -14.1% | 589,223 | +1.7% | 11.00% | -1.3% |
| Q1 2022 | $34,946,000 | -4.8% | 579,184 | +0.0% | 11.14% | -6.9% |
| Q4 2021 | $36,703,000 | +1.8% | 579,003 | +0.3% | 11.97% | -6.1% |
| Q3 2021 | $36,060,000 | -5.0% | 577,047 | -4.1% | 12.74% | -9.3% |
| Q2 2021 | $37,954,000 | +4.2% | 601,779 | -0.1% | 14.05% | +5.8% |
| Q1 2021 | $36,435,000 | +5.4% | 602,177 | -0.4% | 13.28% | -2.5% |
| Q4 2020 | $34,559,000 | +16.1% | 604,297 | +0.0% | 13.62% | +2.6% |
| Q3 2020 | $29,756,000 | +2.8% | 604,079 | -3.1% | 13.27% | -0.1% |
| Q2 2020 | $28,958,000 | +14.4% | 623,442 | -2.1% | 13.29% | -0.3% |
| Q1 2020 | $25,310,000 | – | 637,051 | – | 13.33% | – |
Download | ||||||
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% |