AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 23 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,686 | -3.0% | 7,488 | 0.0% | 0.20% | +3.1% |
| Q2 2023 | $429,789 | +0.6% | 7,488 | 0.0% | 0.19% | -5.4% |
| Q1 2023 | $427,019 | +5.3% | 7,488 | -1.8% | 0.20% | -0.5% |
| Q4 2022 | $405,713 | +16.6% | 7,628 | 0.0% | 0.20% | +12.6% |
| Q3 2022 | $348,000 | -16.9% | 7,628 | -7.3% | 0.18% | -11.7% |
| Q2 2022 | $419,000 | -21.5% | 8,228 | -7.1% | 0.21% | -7.2% |
| Q1 2022 | $534,000 | -10.4% | 8,853 | -5.8% | 0.22% | -5.5% |
| Q4 2021 | $596,000 | +161.4% | 9,403 | +157.5% | 0.24% | +130.4% |
| Q3 2021 | $228,000 | +15.2% | 3,652 | +16.2% | 0.10% | +8.5% |
| Q2 2021 | $198,000 | +39.4% | 3,142 | +34.0% | 0.09% | +20.5% |
| Q1 2021 | $142,000 | +6.0% | 2,344 | 0.0% | 0.08% | +5.4% |
| Q4 2020 | $134,000 | +2.3% | 2,344 | -11.1% | 0.07% | -11.9% |
| Q3 2020 | $131,000 | +6.5% | 2,638 | 0.0% | 0.08% | -2.3% |
| Q2 2020 | $123,000 | +161.7% | 2,638 | +124.3% | 0.09% | +132.4% |
| Q1 2020 | $47,000 | +46.9% | 1,176 | +96.0% | 0.04% | +94.7% |
| Q4 2019 | $32,000 | – | 600 | – | 0.02% | – |
Download | ||||||
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% |