AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $24,415,304 | +12.8% | 404,026 | +3.9% | 3.38% | +16.1% |
Q3 2023 | $21,636,487 | +4.9% | 388,796 | +8.2% | 2.91% | -1.6% |
Q2 2023 | $20,624,097 | +10.2% | 359,305 | +9.5% | 2.96% | +0.3% |
Q1 2023 | $18,711,429 | +12.6% | 328,098 | +5.0% | 2.95% | +0.9% |
Q4 2022 | $16,616,928 | +99.7% | 312,407 | +71.3% | 2.92% | +40.1% |
Q3 2022 | $8,320,000 | +36.8% | 182,369 | +52.8% | 2.09% | +21.8% |
Q2 2022 | $6,081,000 | +11.0% | 119,326 | +31.4% | 1.71% | +25.6% |
Q1 2022 | $5,478,000 | +11.0% | 90,792 | +16.6% | 1.36% | +6.2% |
Q4 2021 | $4,936,000 | +18.8% | 77,863 | +17.1% | 1.28% | -5.3% |
Q3 2021 | $4,154,000 | +116.9% | 66,480 | +119.0% | 1.36% | +124.3% |
Q2 2021 | $1,915,000 | +15.0% | 30,360 | +10.3% | 0.60% | +1.0% |
Q1 2021 | $1,665,000 | – | 27,521 | – | 0.60% | – |
Download |
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% |