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 | $10,468,717 | +294.2% | 188,117 | +306.6% | 2.17% | +320.2% |
| Q2 2023 | $2,655,732 | +547.2% | 46,267 | +543.0% | 0.52% | +521.7% |
| Q1 2023 | $410,329 | +7.2% | 7,195 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $382,700 | +57.5% | 7,195 | +50.6% | 0.08% | +44.8% |
| Q3 2022 | $243,000 | 0.0% | 4,776 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $243,000 | -15.6% | 4,776 | 0.0% | 0.06% | -5.2% |
| Q1 2022 | $288,000 | -5.0% | 4,776 | 0.0% | 0.06% | +11.5% |
| Q4 2021 | $303,000 | +1.7% | 4,776 | 0.0% | 0.05% | -5.5% |
| Q3 2021 | $298,000 | -1.0% | 4,776 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $301,000 | +4.2% | 4,776 | 0.0% | 0.05% | -5.3% |
| Q1 2021 | $289,000 | +5.9% | 4,776 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $273,000 | +3.0% | 4,776 | -11.2% | 0.06% | -12.3% |
| Q3 2020 | $265,000 | -44.9% | 5,376 | -48.0% | 0.06% | -47.6% |
| Q2 2020 | $481,000 | – | 10,346 | – | 0.12% | – |
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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% |