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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $37,732,750 | +8.6% | 624,404 | -0.0% | 11.25% | +1.9% |
| Q3 2023 | $34,751,713 | +1.3% | 624,469 | +4.5% | 11.04% | +0.6% |
| Q2 2023 | $34,317,388 | +2.1% | 597,864 | +1.4% | 10.97% | -2.9% |
| Q1 2023 | $33,624,614 | +6.7% | 589,595 | -0.4% | 11.30% | -0.9% |
| Q4 2022 | $31,501,841 | +16.5% | 592,251 | -0.1% | 11.40% | +7.6% |
| Q3 2022 | $27,037,000 | -10.0% | 592,646 | +0.6% | 10.60% | -3.7% |
| Q2 2022 | $30,027,000 | -14.1% | 589,223 | +1.7% | 11.00% | -1.3% |
| Q1 2022 | $34,946,000 | -4.8% | 579,184 | +0.0% | 11.14% | -6.9% |
| Q4 2021 | $36,703,000 | +1.8% | 579,003 | +0.3% | 11.97% | -6.1% |
| Q3 2021 | $36,060,000 | -5.0% | 577,047 | -4.1% | 12.74% | -9.3% |
| Q2 2021 | $37,954,000 | +4.2% | 601,779 | -0.1% | 14.05% | +5.8% |
| Q1 2021 | $36,435,000 | +5.4% | 602,177 | -0.4% | 13.28% | -2.5% |
| Q4 2020 | $34,559,000 | +16.1% | 604,297 | +0.0% | 13.62% | +2.6% |
| Q3 2020 | $29,756,000 | +2.8% | 604,079 | -3.1% | 13.27% | -0.1% |
| Q2 2020 | $28,958,000 | +14.4% | 623,442 | -2.1% | 13.29% | -0.3% |
| Q1 2020 | $25,310,000 | – | 637,051 | – | 13.33% | – |
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% |