AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,988,812 | -2.6% | 104,335 | -3.2% | 3.00% | -5.1% |
| Q1 2023 | $6,145,729 | -19.7% | 107,763 | -10.8% | 3.16% | +41.0% |
| Q4 2021 | $7,654,000 | +32.4% | 120,748 | +30.5% | 2.24% | +11.3% |
| Q3 2021 | $5,782,000 | -51.2% | 92,521 | -46.4% | 2.02% | -61.5% |
| Q2 2021 | $11,842,000 | +173.3% | 172,495 | +127.7% | 5.24% | +87.3% |
| Q4 2020 | $4,333,000 | -40.8% | 75,770 | -2.8% | 2.80% | -2.9% |
| Q3 2020 | $7,320,000 | – | 77,964 | – | 2.88% | – |
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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% |