AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,831,452 | -2.1% | 104,788 | +1.0% | 1.75% | -2.3% |
| Q2 2023 | $5,955,652 | +0.2% | 103,757 | -0.4% | 1.79% | -4.9% |
| Q1 2023 | $5,942,868 | -0.9% | 104,206 | -7.6% | 1.88% | -6.4% |
| Q4 2022 | $5,999,513 | +220.7% | 112,794 | +175.0% | 2.01% | +188.3% |
| Q3 2022 | $1,871,000 | -54.0% | 41,018 | -48.6% | 0.70% | -51.5% |
| Q2 2022 | $4,066,000 | +756.0% | 79,779 | +913.7% | 1.44% | +873.0% |
| Q1 2022 | $475,000 | +34.9% | 7,870 | +41.8% | 0.15% | +37.0% |
| Q4 2021 | $352,000 | – | 5,550 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |