AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 228 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,295 | -10.6% | 41,237 | -7.8% | 0.36% | -8.5% |
| Q2 2023 | $2,568 | -99.9% | 44,732 | +3.3% | 0.39% | -4.0% |
| Q1 2023 | $2,469,513 | +8.3% | 43,302 | +1.0% | 0.40% | +0.5% |
| Q4 2022 | $2,279,883 | -13.2% | 42,863 | -25.6% | 0.40% | -26.3% |
| Q3 2022 | $2,628,000 | -6.0% | 57,614 | +5.0% | 0.55% | -3.4% |
| Q2 2022 | $2,796,000 | -5.9% | 54,865 | +11.5% | 0.57% | +5.4% |
| Q1 2022 | $2,970,000 | +38.7% | 49,216 | +45.6% | 0.54% | +38.8% |
| Q4 2021 | $2,142,000 | +112.3% | 33,798 | +109.3% | 0.39% | +92.5% |
| Q3 2021 | $1,009,000 | +99.8% | 16,150 | +101.8% | 0.20% | +101.0% |
| Q2 2021 | $505,000 | – | 8,004 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 925,590 | $51,509,072 | 17.88% |
| Rockwood Wealth Management, LLC | 1,843,040 | $102,565,156 | 17.21% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 791,829 | $44,065,292 | 14.39% |
| Werba Rubin Papier Wealth Management | 720,883 | $40,117,137 | 14.28% |
| BCR Wealth Strategies, LLC | 290,092 | $16,143 | 12.86% |
| Waypoint Capital Advisors, LLC | 647,562 | $36,036,826 | 12.10% |
| ESL Trust Services, LLC | 636,582 | $35,425,792 | 11.29% |
| Versant Capital Management, Inc | 624,469 | $34,751,713 | 11.04% |
| Family Investment Center, Inc. | 326,213 | $18,153,741 | 10.96% |
| Trellis Wealth Advisors LLC | 245,019 | $13,635,288 | 8.58% |