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 | $12,984,356 | -3.4% | 233,322 | -0.4% | 1.20% | -6.5% |
| Q2 2023 | $13,440,541 | -1.4% | 234,156 | -2.1% | 1.28% | -8.8% |
| Q1 2023 | $13,635,788 | +8.3% | 239,099 | +1.0% | 1.40% | -3.7% |
| Q4 2022 | $12,594,462 | +35.3% | 236,783 | +16.0% | 1.46% | +30.8% |
| Q3 2022 | $9,309,000 | +4.9% | 204,063 | +17.2% | 1.12% | +2.0% |
| Q2 2022 | $8,873,000 | +13.0% | 174,118 | +33.8% | 1.09% | +19.8% |
| Q1 2022 | $7,852,000 | +712.8% | 130,138 | +754.1% | 0.91% | +647.5% |
| Q4 2021 | $966,000 | – | 15,236 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |