AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,472,038 | +2.5% | 619,444 | +5.7% | 0.10% | -44.0% |
| Q2 2023 | $33,635,237 | +1.1% | 585,980 | +0.5% | 0.18% | +146.5% |
| Q1 2023 | $33,257,273 | +14.3% | 583,154 | +6.6% | 0.07% | +9.2% |
| Q4 2022 | $29,101,526 | +56.5% | 547,124 | +34.2% | 0.06% | +32.7% |
| Q3 2022 | $18,600,000 | +5.2% | 407,722 | +17.5% | 0.05% | +8.9% |
| Q2 2022 | $17,676,000 | +135.2% | 346,864 | +178.5% | 0.04% | +181.2% |
| Q1 2022 | $7,514,000 | +2097.1% | 124,538 | +2206.7% | 0.02% | +1500.0% |
| Q4 2021 | $342,000 | – | 5,399 | – | 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% |