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 | $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% | – |
Download | ||||||
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% |