AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,331,711 | +17.8% | 455,196 | +21.5% | 0.00% | +50.0% |
| Q2 2023 | $21,498,096 | +38.0% | 374,531 | +37.1% | 0.00% | 0.0% |
| Q1 2023 | $15,578,680 | +92.4% | 273,166 | +79.4% | 0.00% | +100.0% |
| Q4 2022 | $8,097,273 | +59.5% | 152,233 | +36.8% | 0.00% | 0.0% |
| Q3 2022 | $5,076,000 | -18.7% | 111,267 | -9.2% | 0.00% | 0.0% |
| Q2 2022 | $6,246,000 | +50.6% | 122,562 | +78.3% | 0.00% | 0.0% |
| Q1 2022 | $4,148,000 | +164.4% | 68,745 | +177.7% | 0.00% | – |
| Q4 2021 | $1,569,000 | +411.1% | 24,753 | +404.0% | 0.00% | – |
| Q3 2021 | $307,000 | -4.4% | 4,911 | -3.6% | 0.00% | – |
| Q2 2021 | $321,000 | +158.9% | 5,097 | +148.6% | 0.00% | – |
| Q1 2021 | $124,000 | +4033.3% | 2,050 | +3767.9% | 0.00% | – |
| Q4 2020 | $3,000 | – | 53 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 809,101 | $51,289,000 | 17.55% |
| BCR Wealth Strategies, LLC | 261,846 | $16,598,000 | 15.70% |
| Versant Capital Management, Inc | 579,003 | $36,703,000 | 11.97% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 690,553 | $43,774,000 | 9.91% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 246,404 | $15,620,000 | 9.18% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,117,953 | $70,867,024,000 | 8.13% |
| Henrickson Nauta Wealth Advisors, Inc. | 162,662 | $9,934,000 | 8.09% |
| PrairieView Partners, LLC | 660,907 | $41,895,000 | 5.84% |
| Adero Partners, LLC | 465,580 | $29,513,000 | 4.84% |
| SC&H Financial Advisors, Inc. | 91,883 | $5,824,000 | 3.21% |