AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,049,783 | -18.2% | 18,983 | -13.9% | 0.41% | -12.7% |
| Q2 2023 | $1,283,733 | +1.4% | 22,057 | +1.9% | 0.47% | -6.0% |
| Q1 2023 | $1,266,031 | -11.5% | 21,649 | -13.8% | 0.50% | -33.4% |
| Q4 2022 | $1,430,889 | +21.2% | 25,121 | +4.1% | 0.75% | +13.7% |
| Q3 2022 | $1,181,000 | -1.7% | 24,139 | +6.8% | 0.66% | +4.2% |
| Q2 2022 | $1,202,000 | +13.0% | 22,610 | +19.6% | 0.64% | +7.3% |
| Q1 2022 | $1,064,000 | -6.3% | 18,906 | +3.8% | 0.59% | -44.4% |
| Q4 2021 | $1,136,000 | +10.0% | 18,209 | +15.9% | 1.07% | +12.7% |
| Q3 2021 | $1,033,000 | -31.3% | 15,712 | -34.1% | 0.95% | +187.5% |
| Q2 2021 | $1,504,000 | +24.5% | 23,835 | +24.6% | 0.33% | -8.1% |
| Q1 2021 | $1,208,000 | +70.6% | 19,123 | +54.4% | 0.36% | +65.7% |
| Q4 2020 | $708,000 | +97.2% | 12,389 | +73.4% | 0.22% | +46.9% |
| Q3 2020 | $359,000 | – | 7,143 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |