AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 64 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $903,200 | -5.6% | 16,230 | -2.6% | 0.57% | -2.4% |
Q2 2023 | $956,628 | -0.1% | 16,666 | -0.8% | 0.59% | -9.0% |
Q1 2023 | $957,762 | +9.4% | 16,794 | +2.0% | 0.64% | -3.0% |
Q4 2022 | $875,454 | -14.4% | 16,459 | +0.5% | 0.66% | -34.6% |
Q3 2022 | $1,023,000 | 0.0% | 16,369 | 0.0% | 1.02% | 0.0% |
Q2 2022 | $1,023,000 | -1.1% | 16,369 | -4.5% | 1.02% | +20.1% |
Q1 2022 | $1,034,000 | -0.3% | 17,137 | +4.7% | 0.85% | -0.9% |
Q4 2021 | $1,037,000 | +1.4% | 16,364 | -0.0% | 0.86% | -15.9% |
Q3 2021 | $1,023,000 | -0.8% | 16,369 | +0.2% | 1.02% | +1.0% |
Q2 2021 | $1,031,000 | +4.1% | 16,342 | +2.9% | 1.01% | +2.3% |
Q1 2021 | $990,000 | +27.1% | 15,882 | +16.6% | 0.98% | +32.1% |
Q4 2020 | $779,000 | – | 13,624 | – | 0.74% | – |
Download |
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% |