AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
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% | – |
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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% |