AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 46 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,157,901 | +2.5% | 56,745 | +5.7% | 1.07% | +5.4% |
| Q2 2023 | $3,081,102 | -0.4% | 53,677 | -1.0% | 1.02% | -9.3% |
| Q1 2023 | $3,092,023 | +10.0% | 54,217 | +2.6% | 1.12% | +1.5% |
| Q4 2022 | $2,810,107 | +25.7% | 52,831 | +7.8% | 1.10% | +11.2% |
| Q3 2022 | $2,236,000 | +0.2% | 49,007 | +11.9% | 0.99% | +10.7% |
| Q2 2022 | $2,231,000 | -6.5% | 43,785 | +10.7% | 0.90% | +11.2% |
| Q1 2022 | $2,386,000 | +0.8% | 39,541 | +5.8% | 0.81% | +0.5% |
| Q4 2021 | $2,368,000 | +18.0% | 37,358 | +16.3% | 0.80% | +9.3% |
| Q3 2021 | $2,007,000 | +7.0% | 32,115 | +8.0% | 0.73% | +7.8% |
| Q2 2021 | $1,875,000 | +42.3% | 29,724 | +36.4% | 0.68% | +25.2% |
| Q1 2021 | $1,318,000 | – | 21,787 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |