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 | $1,883,809 | -2.9% | 33,851 | +0.1% | 0.47% | -2.9% |
| Q2 2023 | $1,940,809 | -1.6% | 33,812 | -2.2% | 0.49% | -9.3% |
| Q1 2023 | $1,971,756 | -3.9% | 34,574 | -10.4% | 0.54% | -12.1% |
| Q4 2022 | $2,052,320 | +828.7% | 38,585 | +697.5% | 0.61% | +714.7% |
| Q3 2022 | $221,000 | -85.6% | 4,838 | -81.0% | 0.08% | -84.0% |
| Q1 2022 | $1,534,000 | +22.7% | 25,426 | +28.9% | 0.47% | +25.1% |
| Q4 2021 | $1,250,000 | – | 19,724 | – | 0.38% | – |
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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% |