AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,859,308 | +7.1% | 123,258 | +10.5% | 4.10% | +0.8% |
| Q2 2023 | $6,403,888 | +20.3% | 111,566 | +19.6% | 4.07% | +10.3% |
| Q1 2023 | $5,321,754 | +29.9% | 93,315 | +21.1% | 3.69% | +24.2% |
| Q4 2022 | $4,097,811 | +84.7% | 77,041 | +58.4% | 2.97% | +27.9% |
| Q3 2022 | $2,219,000 | +602.2% | 48,643 | +685.6% | 2.32% | +474.5% |
| Q2 2022 | $316,000 | +39.8% | 6,192 | +65.2% | 0.40% | +71.2% |
| Q1 2022 | $226,000 | – | 3,748 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |