AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,941,155 | -0.6% | 160,666 | +2.5% | 0.81% | +5.6% |
| Q2 2023 | $8,994,226 | +5.0% | 156,699 | +4.4% | 0.77% | -1.8% |
| Q1 2023 | $8,561,888 | +9.5% | 150,130 | +2.1% | 0.78% | +1.8% |
| Q4 2022 | $7,819,225 | +17.1% | 147,006 | +0.4% | 0.77% | +15.3% |
| Q3 2022 | $6,679,000 | -8.7% | 146,409 | +2.0% | 0.67% | -7.2% |
| Q2 2022 | $7,318,000 | -11.7% | 143,597 | +4.6% | 0.72% | +38.8% |
| Q1 2022 | $8,284,000 | +10.8% | 137,288 | +16.4% | 0.52% | +12.6% |
| Q4 2021 | $7,474,000 | +75.6% | 117,902 | +73.1% | 0.46% | +55.4% |
| Q3 2021 | $4,256,000 | +149.0% | 68,108 | +151.4% | 0.30% | +161.9% |
| Q2 2021 | $1,709,000 | +46.9% | 27,091 | +41.0% | 0.11% | +36.1% |
| Q1 2021 | $1,163,000 | +350.8% | 19,217 | +325.5% | 0.08% | +295.2% |
| Q4 2020 | $258,000 | – | 4,516 | – | 0.02% | – |
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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% |