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 | $6,614,942 | +21.0% | 118,867 | +24.8% | 2.69% | +24.0% |
| Q2 2023 | $5,465,238 | +40.1% | 95,213 | +39.2% | 2.17% | -7.8% |
| Q1 2023 | $3,899,826 | +15.7% | 68,382 | +7.9% | 2.35% | +5.0% |
| Q4 2022 | $3,371,289 | +40.3% | 63,382 | +20.4% | 2.24% | +3.7% |
| Q3 2022 | $2,402,440 | +6.7% | 52,662 | +19.2% | 2.16% | +17.9% |
| Q2 2022 | $2,250,546 | -10.7% | 44,163 | +5.7% | 1.83% | -11.2% |
| Q1 2022 | $2,519,919 | +4.9% | 41,764 | +10.2% | 2.06% | +3.6% |
| Q4 2021 | $2,402,164 | – | 37,895 | – | 1.99% | – |
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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% |