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 | $51,482,714 | +22.4% | 925,116 | +26.2% | 0.04% | +20.0% |
Q2 2023 | $42,061,269 | +15.8% | 732,775 | +15.1% | 0.03% | +7.1% |
Q1 2023 | $36,308,419 | +22.1% | 636,655 | +13.9% | 0.03% | +12.0% |
Q4 2022 | $29,725,985 | +60.0% | 558,864 | +37.2% | 0.02% | +38.9% |
Q3 2022 | $18,577,000 | -1.7% | 407,217 | +9.8% | 0.02% | 0.0% |
Q2 2022 | $18,905,000 | +105.3% | 370,974 | +143.1% | 0.02% | +125.0% |
Q1 2022 | $9,207,000 | +49.3% | 152,590 | +56.9% | 0.01% | +60.0% |
Q4 2021 | $6,165,000 | +199.9% | 97,254 | +195.6% | 0.01% | +150.0% |
Q3 2021 | $2,056,000 | +102.6% | 32,905 | +104.5% | 0.00% | +100.0% |
Q2 2021 | $1,015,000 | – | 16,087 | – | 0.00% | – |
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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% |