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 | $2,118 | +22.2% | 38,052 | +26.0% | 0.01% | +25.0% |
| Q2 2023 | $1,733 | +92.6% | 30,195 | +91.3% | 0.01% | +100.0% |
| Q1 2023 | $900 | +7.9% | 15,781 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $834 | -99.8% | 15,671 | +36.1% | 0.00% | +33.3% |
| Q3 2022 | $525,000 | +1.5% | 11,516 | +13.6% | 0.00% | 0.0% |
| Q2 2022 | $517,000 | +0.6% | 10,136 | +19.0% | 0.00% | +50.0% |
| Q1 2022 | $514,000 | +31.5% | 8,518 | +38.0% | 0.00% | 0.0% |
| Q4 2021 | $391,000 | +13.3% | 6,173 | +12.0% | 0.00% | 0.0% |
| Q3 2021 | $345,000 | – | 5,513 | – | 0.00% | – |
Download | ||||||
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% |