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 | $7,132,160 | -4.2% | 128,161 | -1.2% | 0.91% | -4.3% |
| Q2 2023 | $7,443,919 | +1.9% | 129,685 | +1.2% | 0.95% | +0.3% |
| Q1 2023 | $7,306,855 | +7.8% | 128,123 | +0.6% | 0.95% | +1.1% |
| Q4 2022 | $6,777,310 | +181.9% | 127,417 | +141.8% | 0.94% | +141.1% |
| Q3 2022 | $2,404,000 | +2.7% | 52,696 | +14.7% | 0.39% | +8.7% |
| Q2 2022 | $2,341,000 | +37.6% | 45,947 | +63.0% | 0.36% | +40.4% |
| Q1 2022 | $1,701,000 | +379.2% | 28,182 | +402.5% | 0.26% | +390.4% |
| Q4 2021 | $355,000 | +58.5% | 5,608 | +56.5% | 0.05% | +52.9% |
| Q3 2021 | $224,000 | – | 3,584 | – | 0.03% | – |
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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% |