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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $977 | +123.1% | 17,297 | +125.3% | 0.02% | +9.1% |
| Q1 2023 | $438 | +7.4% | 7,678 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $408 | -99.9% | 7,666 | +2.7% | 0.02% | +10.0% |
| Q3 2022 | $341,000 | -8.8% | 7,464 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $374,000 | -8.1% | 7,336 | +8.8% | 0.02% | -4.8% |
| Q1 2022 | $407,000 | -0.2% | 6,744 | +4.7% | 0.02% | +5.0% |
| Q4 2021 | $408,000 | +5.4% | 6,440 | +3.9% | 0.02% | -13.0% |
| Q3 2021 | $387,000 | -0.5% | 6,200 | +0.4% | 0.02% | -4.2% |
| Q2 2021 | $389,000 | +76.8% | 6,175 | +70.1% | 0.02% | +41.2% |
| Q1 2021 | $220,000 | – | 3,630 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |