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 | $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% | – |
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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% |