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 | $3,157,901 | +2.5% | 56,745 | +5.7% | 1.07% | +5.4% |
| Q2 2023 | $3,081,102 | -0.4% | 53,677 | -1.0% | 1.02% | -9.3% |
| Q1 2023 | $3,092,023 | +10.0% | 54,217 | +2.6% | 1.12% | +1.5% |
| Q4 2022 | $2,810,107 | +25.7% | 52,831 | +7.8% | 1.10% | +11.2% |
| Q3 2022 | $2,236,000 | +0.2% | 49,007 | +11.9% | 0.99% | +10.7% |
| Q2 2022 | $2,231,000 | -6.5% | 43,785 | +10.7% | 0.90% | +11.2% |
| Q1 2022 | $2,386,000 | +0.8% | 39,541 | +5.8% | 0.81% | +0.5% |
| Q4 2021 | $2,368,000 | +18.0% | 37,358 | +16.3% | 0.80% | +9.3% |
| Q3 2021 | $2,007,000 | +7.0% | 32,115 | +8.0% | 0.73% | +7.8% |
| Q2 2021 | $1,875,000 | +42.3% | 29,724 | +36.4% | 0.68% | +25.2% |
| Q1 2021 | $1,318,000 | – | 21,787 | – | 0.54% | – |
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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% |