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 | $251,983 | -98.4% | 4,528 | -98.4% | 0.00% | -100.0% |
| Q2 2023 | $16,244,889 | +1509.3% | 283,012 | +1498.9% | 0.00% | – |
| Q1 2023 | $1,009,431 | -94.6% | 17,700 | -95.0% | 0.00% | -100.0% |
| Q4 2022 | $18,761,017 | +287.5% | 352,717 | +271.2% | 0.00% | +300.0% |
| Q2 2022 | $4,842,000 | +403.9% | 95,023 | +496.4% | 0.00% | – |
| Q1 2022 | $961,000 | +1.3% | 15,932 | +4.9% | 0.00% | – |
| Q3 2021 | $949,000 | -87.5% | 15,191 | -87.3% | 0.00% | -100.0% |
| Q2 2021 | $7,563,000 | +1995.0% | 119,919 | +1801.7% | 0.00% | – |
| Q4 2020 | $361,000 | -79.6% | 6,306 | -80.8% | 0.00% | -100.0% |
| Q4 2019 | $1,768,000 | – | 32,870 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |