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 | $5,562,532 | -2.0% | 89,344 | +0.3% | 0.14% | -13.1% |
| Q1 2024 | $5,678,032 | +106931.7% | 89,081 | +1.5% | 0.16% | +2.6% |
| Q4 2023 | $5,305 | +10.9% | 87,781 | +2.2% | 0.16% | -3.7% |
| Q3 2023 | $4,782 | -1.7% | 85,925 | +1.3% | 0.16% | +0.6% |
| Q2 2023 | $4,867 | -5.3% | 84,786 | -5.9% | 0.16% | -10.6% |
| Q1 2023 | $5,141 | +14.9% | 90,138 | +7.1% | 0.18% | +11.8% |
| Q4 2022 | $4,476 | -99.9% | 84,150 | -7.6% | 0.16% | -17.4% |
| Q3 2022 | $4,154,000 | -4.6% | 91,060 | +6.6% | 0.20% | -11.4% |
| Q2 2022 | $4,354,000 | -11.1% | 85,439 | +5.3% | 0.22% | -2.2% |
| Q1 2022 | $4,896,000 | +5.7% | 81,149 | +11.0% | 0.22% | +8.2% |
| Q4 2021 | $4,633,000 | +5.0% | 73,094 | +3.5% | 0.21% | -3.7% |
| Q3 2021 | $4,414,000 | +1.4% | 70,624 | +2.3% | 0.22% | +10.2% |
| Q2 2021 | $4,353,000 | -5.7% | 69,020 | -9.6% | 0.20% | -12.9% |
| Q1 2021 | $4,617,000 | +9.7% | 76,314 | +3.7% | 0.22% | -0.9% |
| Q4 2020 | $4,209,000 | +17.4% | 73,597 | +1.1% | 0.23% | +2.3% |
| Q3 2020 | $3,585,000 | – | 72,779 | – | 0.22% | – |
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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% |