AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,562,594 | +189.4% | 621,070 | +198.5% | 0.04% | +200.0% |
| Q2 2023 | $11,944,432 | +6.1% | 208,092 | +5.4% | 0.02% | -6.2% |
| Q1 2023 | $11,261,860 | +29.4% | 197,473 | +20.7% | 0.02% | +23.1% |
| Q4 2022 | $8,703,939 | +47.3% | 163,637 | +26.3% | 0.01% | +30.0% |
| Q3 2022 | $5,909,000 | +42.9% | 129,531 | +59.6% | 0.01% | +42.9% |
| Q2 2022 | $4,135,000 | +2452.5% | 81,139 | +2928.7% | 0.01% | – |
| Q1 2022 | $162,000 | -76.7% | 2,679 | -75.6% | 0.00% | -100.0% |
| Q4 2021 | $696,000 | +56.1% | 10,972 | +53.7% | 0.00% | 0.0% |
| Q3 2021 | $446,000 | +173.6% | 7,137 | +176.2% | 0.00% | – |
| Q2 2021 | $163,000 | +8050.0% | 2,584 | +7730.3% | 0.00% | – |
| Q3 2020 | $2,000 | – | 33 | – | 0.00% | – |
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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% |