AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,183,962 | -4.5% | 99,325 | -2.2% | 1.48% | -3.3% |
| Q1 2024 | $6,473,273 | +6.9% | 101,557 | +1.3% | 1.53% | -1.7% |
| Q4 2023 | $6,056,112 | +5.6% | 100,217 | -2.8% | 1.56% | -3.5% |
| Q3 2023 | $5,737,374 | -0.8% | 103,097 | +2.4% | 1.61% | +0.1% |
| Q2 2023 | $5,781,470 | +2.0% | 100,722 | +1.3% | 1.61% | -2.6% |
| Q1 2023 | $5,668,011 | +19.8% | 99,386 | +11.8% | 1.65% | +9.9% |
| Q4 2022 | $4,730,478 | +11.9% | 88,935 | -4.0% | 1.50% | -11.4% |
| Q3 2022 | $4,227,000 | -1.4% | 92,647 | +10.1% | 1.70% | +3.5% |
| Q2 2022 | $4,289,000 | -22.3% | 84,166 | -8.0% | 1.64% | -2.0% |
| Q1 2022 | $5,517,000 | -1.2% | 91,444 | +3.8% | 1.67% | +7.0% |
| Q4 2021 | $5,584,000 | +4.3% | 88,095 | +2.8% | 1.56% | -3.9% |
| Q3 2021 | $5,353,000 | -3.6% | 85,660 | -2.7% | 1.63% | -0.9% |
| Q2 2021 | $5,555,000 | +9.4% | 88,071 | +5.0% | 1.64% | -1.6% |
| Q1 2021 | $5,077,000 | +15.3% | 83,915 | +9.0% | 1.67% | -4.1% |
| Q4 2020 | $4,405,000 | +20.1% | 77,015 | +3.4% | 1.74% | -1.9% |
| Q3 2020 | $3,669,000 | +30.0% | 74,473 | +22.5% | 1.77% | +19.0% |
| Q2 2020 | $2,823,000 | – | 60,770 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,305,967 | $143,569,528 | 17.48% |
| Waypoint Wealth Partners Inc. | 899,395 | $55,996,355 | 16.36% |
| Oak Root LLC | 1,535,164 | $95,579,311 | 12.74% |
| BCR Wealth Strategies, LLC | 303,682 | $18,907 | 12.30% |
| Werba Rubin Papier Wealth Management | 701,643 | $43,684,295 | 12.06% |
| Versant Capital Management, Inc | 676,769 | $42,135,653 | 10.66% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 719,203 | $44,777,601 | 10.53% |
| ESL Trust Services, LLC | 688,630 | $42,874,103 | 10.44% |
| Annex Advisory Services, LLC | 4,464,935 | $277,986,859 | 9.79% |
| Waypoint Capital Advisors, LLC | 627,799 | $39,086,766 | 9.77% |