AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,509,000 | +2.2% | 2,309,370 | +5.4% | 0.24% | -2.8% |
| Q2 2023 | $125,789,000 | +9.2% | 2,191,330 | +8.5% | 0.25% | -1.2% |
| Q1 2023 | $115,231,000 | +12.0% | 2,020,451 | +4.4% | 0.25% | +6.8% |
| Q4 2022 | $102,920,000 | +550.5% | 1,934,812 | +458.0% | 0.24% | +459.5% |
| Q3 2022 | $15,822,000 | +63.3% | 346,714 | +82.6% | 0.04% | +68.0% |
| Q2 2022 | $9,686,000 | -39.7% | 189,925 | -28.7% | 0.02% | -30.6% |
| Q1 2022 | $16,072,000 | +1.0% | 266,393 | +6.3% | 0.04% | +2.9% |
| Q4 2021 | $15,905,000 | +32.7% | 250,703 | +30.5% | 0.04% | +9.4% |
| Q3 2021 | $11,990,000 | +63.6% | 192,152 | +65.3% | 0.03% | +52.4% |
| Q2 2021 | $7,328,000 | +106.5% | 116,270 | +98.4% | 0.02% | +90.9% |
| Q1 2021 | $3,548,000 | +28.6% | 58,596 | +21.4% | 0.01% | 0.0% |
| Q4 2020 | $2,759,000 | +102.6% | 48,278 | +74.4% | 0.01% | +57.1% |
| Q3 2020 | $1,362,000 | +49.0% | 27,679 | +40.5% | 0.01% | +40.0% |
| Q2 2020 | $914,000 | +46.2% | 19,702 | +25.7% | 0.01% | +25.0% |
| Q1 2020 | $625,000 | – | 15,678 | – | 0.00% | – |
Download | ||||||
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% |