AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 296 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,626,000 | +25.3% | 26,109 | +28.2% | 0.00% | – |
| Q1 2024 | $1,298,000 | +14.8% | 20,367 | +8.8% | 0.00% | – |
| Q4 2023 | $1,131,000 | -56.1% | 18,717 | -59.5% | 0.00% | -100.0% |
| Q3 2023 | $2,574,000 | -54.2% | 46,254 | -52.8% | 0.00% | 0.0% |
| Q2 2023 | $5,623,000 | +415.4% | 97,950 | +411.8% | 0.00% | – |
| Q1 2023 | $1,091,000 | +14.2% | 19,138 | +2.3% | 0.00% | – |
| Q4 2022 | $955,000 | +20.7% | 18,701 | +7.9% | 0.00% | – |
| Q3 2022 | $791,000 | +5984.6% | 17,336 | +6491.6% | 0.00% | – |
| Q2 2022 | $13,000 | -77.2% | 263 | -72.3% | 0.00% | – |
| Q1 2022 | $57,000 | -49.1% | 949 | -46.3% | 0.00% | – |
| Q4 2021 | $112,000 | +36.6% | 1,767 | +34.4% | 0.00% | – |
| Q3 2021 | $82,000 | -45.3% | 1,315 | -44.6% | 0.00% | – |
| Q2 2021 | $150,000 | +4.9% | 2,374 | +0.6% | 0.00% | – |
| Q1 2021 | $143,000 | +10.9% | 2,360 | +5.1% | 0.00% | – |
| Q4 2020 | $129,000 | +17.3% | 2,246 | +0.9% | 0.00% | – |
| Q3 2020 | $110,000 | +307.4% | 2,227 | +279.4% | 0.00% | – |
| Q2 2020 | $27,000 | – | 587 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,305,967 | $143,569,528 | 17.48% |
| Waypoint Wealth Partners Inc. | 899,395 | $55,996,355 | 16.36% |
| Oak Root LLC | 1,535,164 | $95,579,311 | 12.74% |
| BCR Wealth Strategies, LLC | 303,682 | $18,907 | 12.30% |
| Werba Rubin Papier Wealth Management | 701,643 | $43,684,295 | 12.06% |
| Versant Capital Management, Inc | 676,769 | $42,135,653 | 10.66% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 719,203 | $44,777,601 | 10.53% |
| ESL Trust Services, LLC | 688,630 | $42,874,103 | 10.44% |
| Annex Advisory Services, LLC | 4,464,935 | $277,986,859 | 9.79% |
| Waypoint Capital Advisors, LLC | 627,799 | $39,086,766 | 9.77% |