AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,141,065 | +1.9% | 325,985 | +5.1% | 3.42% | -4.2% |
| Q2 2023 | $17,797,961 | +8.1% | 310,069 | +7.4% | 3.57% | -2.5% |
| Q1 2023 | $16,458,858 | +8.8% | 288,600 | +1.5% | 3.66% | +5.6% |
| Q4 2022 | $15,130,481 | +60.7% | 284,461 | +37.8% | 3.47% | +36.9% |
| Q3 2022 | $9,415,000 | +476.2% | 206,387 | +543.7% | 2.53% | +456.9% |
| Q2 2022 | $1,634,000 | -53.1% | 32,063 | -44.5% | 0.46% | -45.5% |
| Q1 2022 | $3,484,000 | -27.2% | 57,735 | -23.5% | 0.84% | -27.4% |
| Q4 2021 | $4,783,000 | – | 75,452 | – | 1.15% | – |
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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% |