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 | $1,232,524 | -4.8% | 22,148 | -1.8% | 0.18% | -2.2% |
| Q2 2023 | $1,294,668 | -5.9% | 22,555 | -6.5% | 0.18% | -12.0% |
| Q1 2023 | $1,375,551 | +8.0% | 24,120 | +0.8% | 0.21% | +1.0% |
| Q4 2022 | $1,273,091 | -0.2% | 23,935 | -14.5% | 0.21% | -15.2% |
| Q3 2022 | $1,276,000 | -10.8% | 27,979 | -0.3% | 0.24% | -7.2% |
| Q2 2022 | $1,430,000 | +4.8% | 28,055 | +24.1% | 0.26% | +15.4% |
| Q1 2022 | $1,364,000 | +45.1% | 22,606 | +52.4% | 0.23% | +27.4% |
| Q4 2021 | $940,000 | -0.2% | 14,830 | -1.6% | 0.18% | -10.1% |
| Q3 2021 | $942,000 | – | 15,076 | – | 0.20% | – |
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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% |