D.A. DAVIDSON & CO. - AMERICAN CENTY ETF TR ownership

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
D.A. DAVIDSON & CO. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$2,985,678
-1.1%
47,955
+1.2%
0.03%
-3.7%
Q1 2024$3,019,364
+17.1%
47,370
+11.0%
0.03%
+8.0%
Q4 2023$2,579,515
+133.8%
42,686
+115.3%
0.02%
+108.3%
Q3 2023$1,103,15019,8230.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 2,305,967$143,569,52817.48%
Waypoint Wealth Partners Inc. 899,395$55,996,35516.36%
Oak Root LLC 1,535,164$95,579,31112.74%
BCR Wealth Strategies, LLC 303,682$18,90712.30%
Werba Rubin Papier Wealth Management 701,643$43,684,29512.06%
Versant Capital Management, Inc 676,769$42,135,65310.66%
GREENUP STREET WEALTH MANAGEMENT LLC 719,203$44,777,60110.53%
ESL Trust Services, LLC 688,630$42,874,10310.44%
Annex Advisory Services, LLC 4,464,935$277,986,8599.79%
Waypoint Capital Advisors, LLC 627,799$39,086,7669.77%
View complete list of AMERICAN CENTY ETF TR shareholders