AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,621 | +3.2% | 226,787 | +6.5% | 0.03% | +4.0% |
| Q2 2023 | $12,228 | +8.8% | 213,031 | +8.1% | 0.02% | +4.2% |
| Q1 2023 | $11,237 | +8.1% | 197,053 | +0.8% | 0.02% | -4.0% |
| Q4 2022 | $10,399 | -99.9% | 195,516 | +4.9% | 0.02% | +13.6% |
| Q3 2022 | $8,500,000 | +11.4% | 186,332 | +24.5% | 0.02% | +10.0% |
| Q2 2022 | $7,627,000 | +24.0% | 149,675 | +46.8% | 0.02% | +42.9% |
| Q1 2022 | $6,153,000 | +4.3% | 101,981 | +9.6% | 0.01% | +7.7% |
| Q4 2021 | $5,898,000 | +7.3% | 93,056 | +5.8% | 0.01% | -7.1% |
| Q3 2021 | $5,497,000 | +4.8% | 87,966 | +5.8% | 0.01% | +7.7% |
| Q2 2021 | $5,244,000 | +6.4% | 83,152 | +2.1% | 0.01% | -7.1% |
| Q1 2021 | $4,929,000 | +22.0% | 81,478 | +15.3% | 0.01% | +16.7% |
| Q4 2020 | $4,041,000 | +35.0% | 70,671 | +16.3% | 0.01% | +20.0% |
| Q3 2020 | $2,994,000 | +39.3% | 60,779 | +31.3% | 0.01% | +25.0% |
| Q2 2020 | $2,149,000 | +188.8% | 46,285 | +146.9% | 0.01% | +166.7% |
| Q1 2020 | $744,000 | – | 18,745 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |