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 | $624,042 | -2.7% | 11,214 | +0.3% | 0.26% | -1.5% |
| Q2 2023 | $641,542 | +6.2% | 11,177 | +5.5% | 0.26% | +0.8% |
| Q1 2023 | $604,190 | +19.6% | 10,594 | -13.8% | 0.26% | +5.2% |
| Q4 2022 | $505,145 | -10.0% | 12,292 | 0.0% | 0.25% | -14.7% |
| Q3 2022 | $561,000 | +3.9% | 12,292 | +51.3% | 0.29% | +6.2% |
| Q2 2022 | $540,000 | -6.6% | 8,122 | 0.0% | 0.28% | -2.5% |
| Q1 2022 | $578,000 | +12.2% | 8,122 | 0.0% | 0.28% | +8.4% |
| Q4 2021 | $515,000 | +81.3% | 8,122 | +79.0% | 0.26% | +68.4% |
| Q3 2021 | $284,000 | – | 4,537 | – | 0.16% | – |
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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% |