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 | $498,791 | -1.7% | 8,963 | +1.4% | 0.25% | +1.2% |
| Q2 2023 | $507,588 | +3.8% | 8,843 | +3.1% | 0.25% | -4.6% |
| Q1 2023 | $489,203 | +9.5% | 8,578 | +2.2% | 0.26% | +2.7% |
| Q4 2022 | $446,583 | -9.8% | 8,396 | -22.6% | 0.26% | -19.7% |
| Q3 2022 | $495,000 | -1.2% | 10,847 | +10.3% | 0.32% | +3.6% |
| Q2 2022 | $501,000 | +68.1% | 9,836 | +99.1% | 0.31% | +81.2% |
| Q1 2022 | $298,000 | +2.1% | 4,941 | +2.1% | 0.17% | -4.0% |
| Q4 2021 | $292,000 | – | 4,841 | – | 0.18% | – |
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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% |