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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,460,261 | +0.4% | 26,240 | +3.6% | 0.97% | +3.2% |
| Q2 2023 | $1,453,890 | +4.1% | 25,329 | +3.4% | 0.94% | -4.6% |
| Q1 2023 | $1,397,290 | +13.3% | 24,501 | +5.7% | 0.98% | -1.1% |
| Q4 2022 | $1,233,315 | +20.3% | 23,187 | +3.2% | 1.00% | -6.1% |
| Q3 2022 | $1,025,000 | +51.9% | 22,476 | +69.6% | 1.06% | +65.3% |
| Q2 2022 | $675,000 | +27.8% | 13,249 | +51.4% | 0.64% | +45.9% |
| Q1 2022 | $528,000 | +30.0% | 8,753 | +36.7% | 0.44% | +29.8% |
| Q4 2021 | $406,000 | – | 6,401 | – | 0.34% | – |
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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% |