AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,254,138 | -2.4% | 42,041 | +7.8% | 0.74% | +7.6% |
| Q2 2023 | $2,310,538 | -16.4% | 39,003 | -19.5% | 0.69% | -24.0% |
| Q1 2023 | $2,762,362 | -5.6% | 48,437 | -4.0% | 0.90% | -10.1% |
| Q4 2022 | $2,925,630 | +4.4% | 50,468 | -11.5% | 1.00% | -5.7% |
| Q3 2022 | $2,802,000 | -3.3% | 57,048 | +0.3% | 1.07% | -9.0% |
| Q2 2022 | $2,898,000 | -11.0% | 56,864 | +4.1% | 1.17% | +1.6% |
| Q1 2022 | $3,255,000 | +2.3% | 54,599 | +8.8% | 1.15% | -8.5% |
| Q4 2021 | $3,181,000 | – | 50,176 | – | 1.26% | – |
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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% |