AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 27 filers reported holding AMERICAN CENTY ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,602 | +96856.2% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $703 | +0.6% | 12,248 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $699 | +7.4% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $651 | -99.9% | 12,248 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $559,000 | -10.4% | 12,248 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $624,000 | -15.6% | 12,248 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $739,000 | -4.8% | 12,248 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $776,000 | +1.4% | 12,248 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $765,000 | -0.9% | 12,248 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $772,000 | +4.2% | 12,248 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $741,000 | +5.9% | 12,248 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $700,000 | +16.1% | 12,248 | 0.0% | 0.03% | +3.8% |
| Q3 2020 | $603,000 | +9.6% | 12,248 | +3.4% | 0.03% | -3.7% |
| Q2 2020 | $550,000 | +25.6% | 11,850 | +7.4% | 0.03% | +3.8% |
| Q1 2020 | $438,000 | – | 11,031 | – | 0.03% | – |
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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% |