AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,006,585 | -0.5% | 1,617,369 | +2.6% | 0.07% | +1.5% |
| Q2 2023 | $90,453,905 | +4.2% | 1,575,852 | +3.5% | 0.07% | 0.0% |
| Q1 2023 | $86,825,209 | +14.6% | 1,522,448 | +6.9% | 0.07% | +9.7% |
| Q4 2022 | $75,761,177 | +28.7% | 1,424,350 | +10.4% | 0.06% | +19.2% |
| Q3 2022 | $58,845,000 | -10.3% | 1,289,896 | +0.2% | 0.05% | -3.7% |
| Q2 2022 | $65,579,000 | -14.1% | 1,286,863 | +1.7% | 0.05% | +3.8% |
| Q1 2022 | $76,316,000 | -5.4% | 1,264,826 | -0.6% | 0.05% | +2.0% |
| Q4 2021 | $80,635,000 | +11.8% | 1,272,049 | +10.2% | 0.05% | +4.1% |
| Q3 2021 | $72,150,000 | -0.9% | 1,154,592 | +0.0% | 0.05% | -2.0% |
| Q2 2021 | $72,819,000 | +7.0% | 1,154,574 | +2.7% | 0.05% | 0.0% |
| Q1 2021 | $68,049,000 | -0.5% | 1,124,681 | -5.9% | 0.05% | -5.7% |
| Q4 2020 | $68,375,000 | +9.2% | 1,195,576 | -5.9% | 0.05% | -5.4% |
| Q3 2020 | $62,613,000 | +2.2% | 1,271,072 | -3.7% | 0.06% | -3.4% |
| Q2 2020 | $61,288,000 | +5.9% | 1,319,445 | -9.4% | 0.06% | -15.9% |
| Q1 2020 | $57,884,000 | -21.2% | 1,456,943 | +6.7% | 0.07% | -1.4% |
| Q4 2019 | $73,411,000 | – | 1,365,176 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |