AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,206,979 | -4.6% | 21,689 | -1.6% | 0.37% | -5.2% |
| Q2 2023 | $1,264,680 | +45.8% | 22,033 | +44.9% | 0.39% | +29.0% |
| Q1 2023 | $867,311 | -1.0% | 15,208 | -7.7% | 0.30% | -19.1% |
| Q4 2022 | $876,199 | +26.3% | 16,473 | +8.2% | 0.37% | +11.1% |
| Q3 2022 | $694,000 | -14.7% | 15,219 | -4.8% | 0.33% | -8.0% |
| Q2 2022 | $814,000 | -99.9% | 15,984 | +0.9% | 0.36% | +6.8% |
| Q1 2022 | $955,377,000 | +100044.3% | 15,834 | +5.1% | 0.34% | -8.4% |
| Q4 2021 | $954,000 | +367.6% | 15,064 | +361.4% | 0.37% | +369.6% |
| Q3 2021 | $204,000 | – | 3,265 | – | 0.08% | – |
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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% |