AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,143 | -4.0% | 290,092 | -1.0% | 12.86% | -1.1% |
| Q2 2023 | $16,817 | -0.9% | 292,986 | -1.6% | 13.01% | -3.9% |
| Q1 2023 | $16,974 | +5.4% | 297,633 | -1.7% | 13.54% | -2.6% |
| Q4 2022 | $16,108 | -99.9% | 302,841 | +2.4% | 13.90% | +0.5% |
| Q3 2022 | $13,488,000 | -4.2% | 295,664 | +7.0% | 13.83% | -5.0% |
| Q2 2022 | $14,085,000 | -14.5% | 276,399 | +1.2% | 14.56% | -7.6% |
| Q1 2022 | $16,474,000 | -0.7% | 273,038 | +4.3% | 15.76% | +0.3% |
| Q4 2021 | $16,598,000 | – | 261,846 | – | 15.70% | – |
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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% |