AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,397,134 | +2.5% | 582,158 | +5.7% | 3.35% | +2.5% |
| Q2 2023 | $31,616,705 | +3.7% | 550,813 | +3.1% | 3.27% | -3.3% |
| Q1 2023 | $30,481,698 | +124.8% | 534,485 | +109.7% | 3.38% | +103.1% |
| Q4 2022 | $13,559,211 | +46.2% | 254,920 | +2648.2% | 1.66% | +28.9% |
| Q3 2022 | $9,276,000 | -4.5% | 9,276 | -95.1% | 1.29% | -1.1% |
| Q2 2022 | $9,712,000 | -24.3% | 190,589 | -10.3% | 1.31% | -6.2% |
| Q1 2022 | $12,826,000 | +499.9% | 212,584 | +530.1% | 1.39% | +553.5% |
| Q4 2021 | $2,138,000 | – | 33,738 | – | 0.21% | – |
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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% |