AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,859,997 | +194.2% | 33,423 | +203.4% | 0.15% | +196.1% |
| Q2 2023 | $632,326 | +73.8% | 11,016 | +72.7% | 0.05% | +64.5% |
| Q1 2023 | $363,730 | +60.9% | 6,378 | +44.0% | 0.03% | +55.0% |
| Q2 2022 | $226,000 | -13.7% | 4,428 | +1.8% | 0.02% | -4.8% |
| Q1 2022 | $262,000 | -5.1% | 4,348 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $276,000 | +2.2% | 4,348 | +1.4% | 0.02% | -14.8% |
| Q2 2021 | $270,000 | +5.1% | 4,288 | +1.1% | 0.03% | 0.0% |
| Q1 2021 | $257,000 | +5.8% | 4,242 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $243,000 | – | 4,242 | – | 0.03% | – |
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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% |