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 | $280,291 | -34.1% | 5,204 | -29.7% | 0.01% | -33.3% |
| Q2 2023 | $425,051 | +4.3% | 7,405 | +5.0% | 0.02% | -4.5% |
| Q1 2023 | $407,687 | +51.7% | 7,053 | +39.6% | 0.02% | +22.2% |
| Q4 2022 | $268,738 | -20.0% | 5,052 | -27.2% | 0.02% | -28.0% |
| Q3 2022 | $336,000 | -4.5% | 6,942 | +0.5% | 0.02% | -10.7% |
| Q2 2022 | $352,000 | -13.7% | 6,906 | -4.1% | 0.03% | -12.5% |
| Q1 2022 | $408,000 | -1.4% | 7,202 | +8.7% | 0.03% | -22.0% |
| Q3 2021 | $414,000 | +3.2% | 6,628 | +4.3% | 0.04% | 0.0% |
| Q2 2021 | $401,000 | – | 6,354 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |