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 | $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. | 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% |