AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $977 | +123.1% | 17,297 | +125.3% | 0.02% | +9.1% |
| Q1 2023 | $438 | +7.4% | 7,678 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $408 | -99.9% | 7,666 | +2.7% | 0.02% | +10.0% |
| Q3 2022 | $341,000 | -8.8% | 7,464 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $374,000 | -8.1% | 7,336 | +8.8% | 0.02% | -4.8% |
| Q1 2022 | $407,000 | -0.2% | 6,744 | +4.7% | 0.02% | +5.0% |
| Q4 2021 | $408,000 | +5.4% | 6,440 | +3.9% | 0.02% | -13.0% |
| Q3 2021 | $387,000 | -0.5% | 6,200 | +0.4% | 0.02% | -4.2% |
| Q2 2021 | $389,000 | +76.8% | 6,175 | +70.1% | 0.02% | +41.2% |
| Q1 2021 | $220,000 | – | 3,630 | – | 0.02% | – |
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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% |