AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,624,930 | -1.9% | 280,771 | +1.2% | 2.51% | -21.5% |
| Q2 2023 | $15,922,383 | +2.1% | 277,393 | +1.5% | 3.19% | -6.1% |
| Q1 2023 | $15,588,580 | +19.1% | 273,340 | +11.1% | 3.40% | +7.5% |
| Q4 2022 | $13,088,942 | +1671.2% | 246,079 | +1419.3% | 3.17% | +1452.0% |
| Q3 2022 | $739,000 | -29.9% | 16,197 | -21.7% | 0.20% | -6.4% |
| Q2 2022 | $1,054,000 | +226.3% | 20,684 | +286.6% | 0.22% | +175.9% |
| Q1 2022 | $323,000 | +23.3% | 5,350 | +29.5% | 0.08% | +36.2% |
| Q4 2021 | $262,000 | +12.9% | 4,130 | +11.5% | 0.06% | -9.4% |
| Q3 2021 | $232,000 | +4.0% | 3,705 | +4.7% | 0.06% | -9.9% |
| Q2 2021 | $223,000 | +0.9% | 3,540 | 0.0% | 0.07% | -36.6% |
| Q1 2021 | $221,000 | – | 3,540 | – | 0.11% | – |
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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% |