Lutz Financial Services LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$6,789,244
-2.4%
121,999
+0.7%
0.74%
-1.2%
Q2 2023$6,953,780
+0.4%
121,146
-0.2%
0.75%
-5.3%
Q1 2023$6,925,096
+13.4%
121,429
+5.8%
0.79%
+5.3%
Q4 2022$6,106,957114,8140.75%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 925,590$51,509,07217.88%
Rockwood Wealth Management, LLC 1,843,040$102,565,15617.21%
GREENUP STREET WEALTH MANAGEMENT LLC 791,829$44,065,29214.39%
Werba Rubin Papier Wealth Management 720,883$40,117,13714.28%
BCR Wealth Strategies, LLC 290,092$16,14312.86%
Waypoint Capital Advisors, LLC 647,562$36,036,82612.10%
ESL Trust Services, LLC 636,582$35,425,79211.29%
Versant Capital Management, Inc 624,469$34,751,71311.04%
Family Investment Center, Inc. 326,213$18,153,74110.96%
Trellis Wealth Advisors LLC 245,019$13,635,2888.58%
View complete list of AMERICAN CENTY ETF TR shareholders