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 | $4,617,224 | -44.7% | 82,969 | -43.0% | 0.06% | -37.1% |
| Q2 2023 | $8,352,963 | +447.5% | 145,522 | +69.3% | 0.09% | +368.4% |
| Q1 2023 | $1,525,626 | +10.1% | 85,935 | +229.9% | 0.02% | -61.2% |
| Q4 2022 | $1,385,440 | +9.7% | 26,047 | -5.9% | 0.05% | -2.0% |
| Q3 2022 | $1,263,000 | +19.5% | 27,676 | +33.5% | 0.05% | +19.0% |
| Q2 2022 | $1,057,000 | +46.8% | 20,732 | +73.7% | 0.04% | +68.0% |
| Q1 2022 | $720,000 | +0.8% | 11,937 | +6.0% | 0.02% | +4.2% |
| Q4 2021 | $714,000 | +58.3% | 11,263 | +56.1% | 0.02% | +41.2% |
| Q3 2021 | $451,000 | +22.9% | 7,213 | +23.9% | 0.02% | +21.4% |
| Q2 2021 | $367,000 | +16.9% | 5,820 | +12.1% | 0.01% | 0.0% |
| Q1 2021 | $314,000 | +38.9% | 5,194 | +31.3% | 0.01% | +27.3% |
| Q4 2020 | $226,000 | – | 3,955 | – | 0.01% | – |
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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% |