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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,260,813 | +12.1% | 310,167 | +15.6% | 4.98% | +13.6% |
| Q2 2023 | $15,404,228 | +14.4% | 268,366 | +13.7% | 4.39% | +7.4% |
| Q1 2023 | $13,459,633 | +36.3% | 236,010 | +27.1% | 4.08% | +27.6% |
| Q4 2022 | $9,875,558 | +124.0% | 185,666 | +92.1% | 3.20% | +97.8% |
| Q3 2022 | $4,409,000 | +27.4% | 96,642 | +42.2% | 1.62% | +28.7% |
| Q2 2022 | $3,462,000 | +41.9% | 67,944 | +68.1% | 1.26% | +58.5% |
| Q1 2022 | $2,440,000 | +58.1% | 40,424 | +66.1% | 0.79% | +65.2% |
| Q4 2021 | $1,543,000 | – | 24,338 | – | 0.48% | – |
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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% |