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 | $5,831,452 | -2.1% | 104,788 | +1.0% | 1.75% | -2.3% |
| Q2 2023 | $5,955,652 | +0.2% | 103,757 | -0.4% | 1.79% | -4.9% |
| Q1 2023 | $5,942,868 | -0.9% | 104,206 | -7.6% | 1.88% | -6.4% |
| Q4 2022 | $5,999,513 | +220.7% | 112,794 | +175.0% | 2.01% | +188.3% |
| Q3 2022 | $1,871,000 | -54.0% | 41,018 | -48.6% | 0.70% | -51.5% |
| Q2 2022 | $4,066,000 | +756.0% | 79,779 | +913.7% | 1.44% | +873.0% |
| Q1 2022 | $475,000 | +34.9% | 7,870 | +41.8% | 0.15% | +37.0% |
| Q4 2021 | $352,000 | – | 5,550 | – | 0.11% | – |
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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% |