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 | $1,446,455 | -0.9% | 25,992 | +2.2% | 0.22% | -0.9% |
| Q2 2023 | $1,459,338 | +2.5% | 25,424 | +1.9% | 0.22% | -4.4% |
| Q1 2023 | $1,423,298 | +16.9% | 24,957 | +9.0% | 0.23% | +6.6% |
| Q4 2022 | $1,217,519 | -7.1% | 22,890 | -20.3% | 0.21% | -16.5% |
| Q3 2022 | $1,310,000 | +30.2% | 28,718 | +45.5% | 0.26% | +29.4% |
| Q2 2022 | $1,006,000 | +96.1% | 19,740 | +132.2% | 0.20% | +107.4% |
| Q1 2022 | $513,000 | +107.7% | 8,500 | +117.9% | 0.10% | +106.5% |
| Q4 2021 | $247,000 | +1200.0% | 3,900 | +1178.7% | 0.05% | +1050.0% |
| Q3 2021 | $19,000 | – | 305 | – | 0.00% | – |
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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% |