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 | $641,112 | +33.5% | 11,520 | +37.7% | 0.36% | +33.6% |
| Q2 2023 | $480,175 | -2.6% | 8,365 | -3.3% | 0.27% | -9.5% |
| Q1 2023 | $493,188 | +11.8% | 8,648 | +4.2% | 0.30% | +2.4% |
| Q4 2022 | $441,000 | +51.5% | 8,299 | +30.2% | 0.29% | +34.4% |
| Q3 2022 | $291,000 | +10.6% | 6,374 | +23.4% | 0.22% | +10.8% |
| Q2 2022 | $263,000 | +237.2% | 5,164 | +301.9% | 0.19% | +223.3% |
| Q1 2022 | $78,000 | +457.1% | 1,285 | +484.1% | 0.06% | +445.5% |
| Q4 2021 | $14,000 | – | 220 | – | 0.01% | – |
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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% |