AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |