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 | $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. | 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% |