AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $366,291 | +8.9% | 6,582 | +12.3% | 0.06% | +17.0% |
Q2 2023 | $336,481 | +4.9% | 5,862 | +4.3% | 0.05% | 0.0% |
Q1 2023 | $320,682 | +13.0% | 5,623 | +5.4% | 0.05% | +6.8% |
Q4 2022 | $283,673 | +30.7% | 5,333 | +11.9% | 0.04% | +18.9% |
Q3 2022 | $217,000 | +0.5% | 4,767 | +12.6% | 0.04% | +5.7% |
Q2 2022 | $216,000 | -10.4% | 4,234 | +5.8% | 0.04% | +12.9% |
Q1 2022 | $241,000 | -46.9% | 4,000 | -44.1% | 0.03% | -45.6% |
Q4 2021 | $454,000 | +125.9% | 7,159 | +122.3% | 0.06% | +96.6% |
Q3 2021 | $201,000 | – | 3,220 | – | 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% |