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 | $14,332,274 | +23.8% | 230,201 | +26.8% | 0.14% | +7.5% |
| Q1 2024 | $11,576,031 | +33.0% | 181,613 | +26.1% | 0.13% | +18.8% |
| Q4 2023 | $8,700,912 | +50.1% | 143,983 | +38.2% | 0.11% | +28.7% |
| Q3 2023 | $5,798,119 | +24.3% | 104,189 | +28.2% | 0.09% | +19.2% |
| Q2 2023 | $4,666,372 | +19.5% | 81,296 | +18.8% | 0.07% | 0.0% |
| Q1 2023 | $3,903,468 | +29.0% | 68,446 | +19.0% | 0.07% | -1.4% |
| Q4 2022 | $3,024,808 | +31.5% | 57,539 | +14.1% | 0.07% | +2.8% |
| Q3 2022 | $2,300,000 | +2.3% | 50,407 | +14.2% | 0.07% | +5.9% |
| Q2 2022 | $2,248,000 | +4.4% | 44,121 | +23.7% | 0.07% | -4.2% |
| Q1 2022 | $2,153,000 | +58.7% | 35,681 | +66.7% | 0.07% | +61.4% |
| Q4 2021 | $1,357,000 | +65.7% | 21,405 | +63.2% | 0.04% | +46.7% |
| Q3 2021 | $819,000 | +91.8% | 13,113 | +93.5% | 0.03% | +76.5% |
| Q2 2021 | $427,000 | – | 6,777 | – | 0.02% | – |
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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% |