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 | $5,737,374 | -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 ↓ |
|---|---|---|---|
| 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% |