Key FInancial Inc - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$946
-3.1%
170.0%0.00%
Q2 2023$976
+0.6%
170.0%0.00%
Q1 2023$970
+25.0%
170.0%0.00%
Q4 2022$776
-22.4%
170.0%0.00%
Q3 2022$1,0000.0%170.0%0.00%
-100.0%
Q2 2022$1,0000.0%170.0%0.00%
Q1 2022$1,000170.00%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Waypoint Wealth Partners Inc. 925,590$51,509,07217.88%
Rockwood Wealth Management, LLC 1,843,040$102,565,15617.21%
GREENUP STREET WEALTH MANAGEMENT LLC 791,829$44,065,29214.39%
Werba Rubin Papier Wealth Management 720,883$40,117,13714.28%
BCR Wealth Strategies, LLC 290,092$16,14312.86%
Waypoint Capital Advisors, LLC 647,562$36,036,82612.10%
ESL Trust Services, LLC 636,582$35,425,79211.29%
Versant Capital Management, Inc 624,469$34,751,71311.04%
Family Investment Center, Inc. 326,213$18,153,74110.96%
Trellis Wealth Advisors LLC 245,019$13,635,2888.58%
View complete list of AMERICAN CENTY ETF TR shareholders