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 | $2,901,925 | -1.3% | 52,146 | +1.8% | 0.08% | +2.4% |
| Q2 2023 | $2,939,914 | -8.3% | 51,218 | -8.9% | 0.08% | -12.8% |
| Q1 2023 | $3,204,972 | +2.8% | 56,198 | -4.1% | 0.09% | -2.1% |
| Q4 2022 | $3,117,785 | +22.9% | 58,616 | +5.4% | 0.10% | +10.3% |
| Q3 2022 | $2,537,000 | -43.2% | 55,616 | -36.6% | 0.09% | -40.8% |
| Q2 2022 | $4,470,000 | -7.0% | 87,725 | +10.1% | 0.15% | +6.5% |
| Q1 2022 | $4,806,000 | +27.7% | 79,658 | +34.2% | 0.14% | +30.2% |
| Q4 2021 | $3,763,000 | +40.5% | 59,376 | +38.5% | 0.11% | +11.6% |
| Q3 2021 | $2,679,000 | +45.6% | 42,874 | +46.9% | 0.10% | +41.8% |
| Q2 2021 | $1,840,000 | – | 29,177 | – | 0.07% | – |
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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% |