AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,253 | -3.0% | 2,089 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $119,909 | +34.8% | 2,089 | +33.9% | 0.02% | +25.0% |
| Q1 2023 | $88,967 | +107089.2% | 1,560 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $83 | -99.3% | 1,560 | +500.0% | 0.01% | +500.0% |
| Q3 2022 | $12,000 | -7.7% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | – | 260 | – | 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% |