AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 64 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
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. | 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% |