Evensky & Katz LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,571
-6.1%
64,170
-3.1%
0.30%
+5.9%
Q2 2023$3,802
-33.0%
66,230
-33.5%
0.29%
-37.1%
Q1 2023$5,678
+4.5%
99,560
-2.5%
0.46%
-6.5%
Q4 2022$5,432
-99.9%
102,129
-6.8%
0.49%
-17.2%
Q3 2022$4,999,000109,5770.59%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 925,590$51,509,07217.88%
Rockwood Wealth Management, LLC 1,843,040$102,565,15617.21%
GREENUP STREET WEALTH MANAGEMENT LLC 791,829$44,065,29214.39%
Werba Rubin Papier Wealth Management 720,883$40,117,13714.28%
BCR Wealth Strategies, LLC 290,092$16,14312.86%
Waypoint Capital Advisors, LLC 647,562$36,036,82612.10%
ESL Trust Services, LLC 636,582$35,425,79211.29%
Versant Capital Management, Inc 624,469$34,751,71311.04%
Family Investment Center, Inc. 326,213$18,153,74110.96%
Trellis Wealth Advisors LLC 245,019$13,635,2888.58%
View complete list of AMERICAN CENTY ETF TR shareholders