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 | $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. | 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% |