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 | $46,525,494 | +4.5% | 836,038 | +7.7% | 4.48% | +2.1% |
| Q2 2023 | $44,543,263 | +10.3% | 776,015 | +9.6% | 4.39% | -0.7% |
| Q1 2023 | $40,382,945 | +19.2% | 708,100 | +11.2% | 4.43% | +8.6% |
| Q4 2022 | $33,867,990 | +22.1% | 636,736 | +8.9% | 4.08% | +16.4% |
| Q3 2022 | $27,733,000 | +1.9% | 584,459 | +7.0% | 3.50% | -9.2% |
| Q2 2022 | $27,209,000 | -7.0% | 546,364 | +12.6% | 3.86% | -10.3% |
| Q1 2022 | $29,270,000 | -0.8% | 485,115 | +4.2% | 4.30% | -11.1% |
| Q4 2021 | $29,513,000 | +17.9% | 465,580 | +16.2% | 4.84% | +7.2% |
| Q3 2021 | $25,042,000 | +18.7% | 400,732 | +19.8% | 4.52% | -7.5% |
| Q2 2021 | $21,091,000 | +133.6% | 334,407 | +124.1% | 4.88% | +20.8% |
| Q1 2021 | $9,027,000 | +153.9% | 149,192 | +139.9% | 4.04% | +32.5% |
| Q4 2020 | $3,556,000 | – | 62,183 | – | 3.05% | – |
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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% |