AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 296 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,143,254 | +3.4% | 18,363 | +5.9% | 0.04% | -2.3% |
| Q1 2024 | $1,105,315 | +19.7% | 17,341 | +13.5% | 0.04% | +7.3% |
| Q4 2023 | $923,249 | +6.2% | 15,278 | -2.2% | 0.04% | -6.8% |
| Q3 2023 | $869,044 | +5.5% | 15,616 | +8.8% | 0.04% | +2.3% |
| Q2 2023 | $823,868 | +216.2% | 14,353 | +214.1% | 0.04% | +186.7% |
| Q1 2023 | $260,567 | -14.6% | 4,569 | -23.6% | 0.02% | -44.4% |
| Q2 2022 | $305,000 | +30.9% | 5,984 | +54.9% | 0.03% | +50.0% |
| Q1 2022 | $233,000 | -4.9% | 3,862 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $245,000 | -10.9% | 3,862 | -12.2% | 0.02% | -18.2% |
| Q3 2021 | $275,000 | -14.6% | 4,400 | -13.7% | 0.02% | +10.0% |
| Q2 2021 | $322,000 | – | 5,100 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,305,967 | $143,569,528 | 17.48% |
| Waypoint Wealth Partners Inc. | 899,395 | $55,996,355 | 16.36% |
| Oak Root LLC | 1,535,164 | $95,579,311 | 12.74% |
| BCR Wealth Strategies, LLC | 303,682 | $18,907 | 12.30% |
| Werba Rubin Papier Wealth Management | 701,643 | $43,684,295 | 12.06% |
| Versant Capital Management, Inc | 676,769 | $42,135,653 | 10.66% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 719,203 | $44,777,601 | 10.53% |
| ESL Trust Services, LLC | 688,630 | $42,874,103 | 10.44% |
| Annex Advisory Services, LLC | 4,464,935 | $277,986,859 | 9.79% |
| Waypoint Capital Advisors, LLC | 627,799 | $39,086,766 | 9.77% |