AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,170,250 | -8.3% | 92,907 | -5.4% | 3.05% | -10.6% |
| Q2 2023 | $5,638,962 | -2.0% | 98,240 | -2.6% | 3.41% | -8.8% |
| Q1 2023 | $5,754,246 | +6.6% | 100,899 | -0.6% | 3.74% | +2.2% |
| Q4 2022 | $5,398,430 | +46.7% | 101,493 | +25.9% | 3.66% | +18.3% |
| Q3 2022 | $3,679,000 | -10.4% | 80,644 | +0.1% | 3.09% | -10.3% |
| Q2 2022 | $4,107,000 | -1.6% | 80,584 | +16.5% | 3.44% | +2.8% |
| Q1 2022 | $4,172,000 | +172.1% | 69,148 | +184.4% | 3.35% | +146.0% |
| Q4 2021 | $1,533,000 | – | 24,311 | – | 1.36% | – |
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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% |