AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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% | – |
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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% |