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 | $1,566,158 | +1.1% | 28,143 | +4.2% | 0.17% | -2.9% |
| Q2 2023 | $1,549,742 | -2.3% | 26,999 | -2.9% | 0.17% | -13.2% |
| Q1 2023 | $1,586,232 | -17.5% | 27,814 | -23.0% | 0.20% | -32.3% |
| Q4 2022 | $1,922,447 | +32.9% | 36,143 | +14.0% | 0.29% | -12.1% |
| Q3 2022 | $1,446,000 | -2.8% | 31,700 | +8.5% | 0.33% | -13.8% |
| Q2 2022 | $1,488,000 | -14.4% | 29,205 | +1.4% | 0.38% | -12.9% |
| Q1 2022 | $1,738,000 | +0.9% | 28,796 | +6.0% | 0.44% | -8.5% |
| Q4 2021 | $1,722,000 | – | 27,168 | – | 0.48% | – |
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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% |