AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,213,036 | -3.4% | 237,431 | -0.4% | 0.74% | -1.1% |
Q2 2023 | $13,678,019 | +3.6% | 238,293 | +2.9% | 0.75% | -1.6% |
Q1 2023 | $13,207,008 | +10.6% | 231,580 | +3.2% | 0.76% | +2.4% |
Q4 2022 | $11,939,932 | +14.8% | 224,477 | -1.5% | 0.74% | +7.5% |
Q3 2022 | $10,401,000 | – | 227,999 | – | 0.69% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waypoint Wealth Partners Inc. | 925,590 | $51,509,072 | 17.88% |
Rockwood Wealth Management, LLC | 1,843,040 | $102,565,156 | 17.21% |
GREENUP STREET WEALTH MANAGEMENT LLC | 791,829 | $44,065,292 | 14.39% |
Werba Rubin Papier Wealth Management | 720,883 | $40,117,137 | 14.28% |
BCR Wealth Strategies, LLC | 290,092 | $16,143 | 12.86% |
Waypoint Capital Advisors, LLC | 647,562 | $36,036,826 | 12.10% |
ESL Trust Services, LLC | 636,582 | $35,425,792 | 11.29% |
Versant Capital Management, Inc | 624,469 | $34,751,713 | 11.04% |
Family Investment Center, Inc. | 326,213 | $18,153,741 | 10.96% |
Trellis Wealth Advisors LLC | 245,019 | $13,635,288 | 8.58% |