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 | $6,276,040 | -21.0% | 112,777 | -18.5% | 0.14% | -18.7% |
| Q2 2023 | $7,947,259 | +98.0% | 138,454 | +83.5% | 0.17% | +50.0% |
| Q4 2022 | $4,014,036 | +114.3% | 75,466 | +83.8% | 0.11% | +93.2% |
| Q3 2022 | $1,873,000 | -62.1% | 41,059 | -57.7% | 0.06% | -57.6% |
| Q2 2022 | $4,944,000 | +618.6% | 97,018 | +750.5% | 0.14% | +631.6% |
| Q1 2022 | $688,000 | -36.4% | 11,407 | -34.0% | 0.02% | -56.8% |
| Q3 2021 | $1,081,000 | -30.3% | 17,293 | -29.7% | 0.04% | -17.0% |
| Q2 2021 | $1,551,000 | +164.7% | 24,593 | +154.1% | 0.05% | +60.6% |
| Q1 2021 | $586,000 | – | 9,678 | – | 0.03% | – |
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% |