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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |