AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 27 filers reported holding AMERICAN CENTY ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,317,866 | -1.4% | 868,246 | +1.7% | 2.59% | -2.2% |
| Q2 2023 | $49,007,464 | -1.1% | 853,789 | -1.8% | 2.64% | -5.2% |
| Q1 2023 | $49,577,449 | +5.1% | 869,322 | -2.0% | 2.79% | +0.1% |
| Q4 2022 | $47,194,012 | +23.7% | 887,272 | +6.1% | 2.78% | +9.4% |
| Q3 2022 | $38,148,000 | -12.6% | 836,208 | -2.3% | 2.54% | -7.4% |
| Q2 2022 | $43,626,000 | +12.8% | 856,090 | +33.5% | 2.75% | +9.3% |
| Q1 2022 | $38,692,000 | -4.8% | 641,271 | 0.0% | 2.52% | -2.4% |
| Q4 2021 | $40,650,000 | +3.8% | 641,271 | +2.3% | 2.58% | -4.8% |
| Q3 2021 | $39,160,000 | -0.9% | 626,653 | 0.0% | 2.71% | -12.7% |
| Q2 2021 | $39,523,000 | +11.7% | 626,653 | +7.1% | 3.10% | -60.2% |
| Q1 2021 | $35,393,000 | +5.8% | 584,954 | 0.0% | 7.80% | -5.4% |
| Q4 2020 | $33,454,000 | +16.7% | 584,954 | +0.5% | 8.24% | -5.3% |
| Q3 2020 | $28,672,000 | +6.1% | 582,063 | +0.1% | 8.70% | +6.9% |
| Q2 2020 | $27,021,000 | +60.8% | 581,711 | +37.5% | 8.14% | +25.2% |
| Q1 2020 | $16,807,000 | +155.7% | 423,033 | +246.1% | 6.50% | +222.9% |
| Q4 2019 | $6,572,000 | – | 122,215 | – | 2.01% | – |
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% |