AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,419,569 | +8.5% | 453,741 | -0.1% | 3.01% | -1.1% |
| Q3 2023 | $25,276,453 | -6.3% | 454,204 | -3.4% | 3.05% | -4.3% |
| Q2 2023 | $26,978,619 | -1.1% | 470,011 | -1.8% | 3.18% | -5.9% |
| Q1 2023 | $27,288,149 | +4.0% | 478,488 | -3.0% | 3.38% | +1.2% |
| Q4 2022 | $26,243,500 | +54.7% | 493,392 | +32.7% | 3.34% | +40.4% |
| Q3 2022 | $16,968,000 | -18.7% | 371,941 | -9.1% | 2.38% | -14.8% |
| Q2 2022 | $20,863,000 | -16.0% | 409,396 | -0.6% | 2.80% | -2.6% |
| Q1 2022 | $24,850,000 | -3.9% | 411,850 | +1.0% | 2.87% | -0.6% |
| Q4 2021 | $25,857,000 | -0.6% | 407,900 | -0.1% | 2.89% | -7.6% |
| Q3 2021 | $26,000,000 | +4.0% | 408,219 | +3.8% | 3.12% | 0.0% |
| Q2 2021 | $25,000,000 | +8.7% | 393,357 | +3.7% | 3.12% | +4.1% |
| Q1 2021 | $23,000,000 | +9.5% | 379,383 | +5.2% | 3.00% | -2.5% |
| Q4 2020 | $21,000,000 | +22.3% | 360,549 | +3.4% | 3.08% | +6.2% |
| Q3 2020 | $17,169,000 | +6.0% | 348,530 | -0.0% | 2.90% | -2.1% |
| Q2 2020 | $16,197,000 | -12.6% | 348,691 | -25.3% | 2.96% | -31.6% |
| Q1 2020 | $18,539,000 | – | 466,634 | – | 4.33% | – |
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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% |