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 | $51,509,072 | -0.3% | 925,590 | +2.9% | 17.88% | +1.1% |
| Q2 2023 | $51,639,092 | +0.8% | 899,636 | +0.1% | 17.68% | -3.3% |
| Q1 2023 | $51,251,578 | +9.7% | 898,677 | +2.3% | 18.28% | -0.5% |
| Q4 2022 | $46,728,175 | +15.3% | 878,514 | -1.1% | 18.37% | +7.5% |
| Q3 2022 | $40,524,000 | +9.3% | 888,300 | +22.1% | 17.09% | +20.2% |
| Q2 2022 | $37,082,000 | -22.8% | 727,671 | -8.6% | 14.22% | -19.0% |
| Q1 2022 | $48,041,000 | -6.3% | 796,218 | -1.6% | 17.56% | +0.0% |
| Q4 2021 | $51,289,000 | -12.3% | 809,101 | -13.6% | 17.55% | -19.9% |
| Q3 2021 | $58,513,000 | +21.0% | 936,361 | +22.2% | 21.90% | +16.9% |
| Q2 2021 | $48,338,000 | +17.6% | 766,414 | +12.8% | 18.74% | -37.4% |
| Q1 2021 | $41,110,000 | +4.7% | 679,454 | -1.1% | 29.94% | -2.8% |
| Q4 2020 | $39,282,000 | – | 686,876 | – | 30.80% | – |
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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% |