AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,998,946 | -3.0% | 35,920 | 0.0% | 0.49% | -2.6% |
| Q2 2023 | $2,061,806 | -6.3% | 35,920 | -6.9% | 0.50% | -12.0% |
| Q1 2023 | $2,199,998 | +2.7% | 38,576 | -4.2% | 0.57% | -3.2% |
| Q4 2022 | $2,141,818 | +92.1% | 40,267 | +64.8% | 0.59% | +73.9% |
| Q3 2022 | $1,115,000 | +39.2% | 24,433 | +55.4% | 0.34% | +42.8% |
| Q2 2022 | $801,000 | -31.2% | 15,723 | -18.5% | 0.24% | -24.8% |
| Q1 2022 | $1,165,000 | +49.2% | 19,302 | +56.7% | 0.31% | +50.2% |
| Q4 2021 | $781,000 | +17.1% | 12,319 | +15.4% | 0.21% | -1.4% |
| Q3 2021 | $667,000 | -3.5% | 10,677 | -2.5% | 0.21% | +0.5% |
| Q2 2021 | $691,000 | +0.1% | 10,949 | -4.0% | 0.21% | -4.5% |
| Q1 2021 | $690,000 | +5.8% | 11,403 | 0.0% | 0.22% | +10.0% |
| Q4 2020 | $652,000 | – | 11,403 | – | 0.20% | – |
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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% |