AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $108,217,812 | -1.8% | 1,738,160 | +0.6% | 6.92% | -8.5% |
| Q1 2024 | $110,180,098 | +9.3% | 1,728,586 | +3.6% | 7.56% | +1.9% |
| Q4 2023 | $100,836,908 | +16.9% | 1,668,656 | +7.6% | 7.42% | +8.8% |
| Q3 2023 | $86,271,053 | +3.8% | 1,550,244 | +7.0% | 6.82% | +4.2% |
| Q2 2023 | $83,130,844 | +16.0% | 1,448,273 | +15.3% | 6.54% | +4.2% |
| Q1 2023 | $71,656,718 | +51.9% | 1,256,474 | +41.6% | 6.27% | +34.2% |
| Q4 2022 | $47,184,642 | +124.2% | 887,096 | +92.3% | 4.67% | +63.4% |
| Q3 2022 | $21,048,000 | +377.8% | 461,379 | +433.7% | 2.86% | +316.9% |
| Q2 2022 | $4,405,000 | – | 86,443 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,305,967 | $143,569,528 | 17.48% |
| Waypoint Wealth Partners Inc. | 899,395 | $55,996,355 | 16.36% |
| Oak Root LLC | 1,535,164 | $95,579,311 | 12.74% |
| BCR Wealth Strategies, LLC | 303,682 | $18,907 | 12.30% |
| Werba Rubin Papier Wealth Management | 701,643 | $43,684,295 | 12.06% |
| Versant Capital Management, Inc | 676,769 | $42,135,653 | 10.66% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 719,203 | $44,777,601 | 10.53% |
| ESL Trust Services, LLC | 688,630 | $42,874,103 | 10.44% |
| Annex Advisory Services, LLC | 4,464,935 | $277,986,859 | 9.79% |
| Waypoint Capital Advisors, LLC | 627,799 | $39,086,766 | 9.77% |