AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,049,783 | -18.2% | 18,983 | -13.9% | 0.41% | -12.7% |
Q2 2023 | $1,283,733 | +1.4% | 22,057 | +1.9% | 0.47% | -6.0% |
Q1 2023 | $1,266,031 | -11.5% | 21,649 | -13.8% | 0.50% | -33.4% |
Q4 2022 | $1,430,889 | +21.2% | 25,121 | +4.1% | 0.75% | +13.7% |
Q3 2022 | $1,181,000 | -1.7% | 24,139 | +6.8% | 0.66% | +4.2% |
Q2 2022 | $1,202,000 | +13.0% | 22,610 | +19.6% | 0.64% | +7.3% |
Q1 2022 | $1,064,000 | -6.3% | 18,906 | +3.8% | 0.59% | -44.4% |
Q4 2021 | $1,136,000 | +10.0% | 18,209 | +15.9% | 1.07% | +12.7% |
Q3 2021 | $1,033,000 | -31.3% | 15,712 | -34.1% | 0.95% | +187.5% |
Q2 2021 | $1,504,000 | +24.5% | 23,835 | +24.6% | 0.33% | -8.1% |
Q1 2021 | $1,208,000 | +70.6% | 19,123 | +54.4% | 0.36% | +65.7% |
Q4 2020 | $708,000 | +97.2% | 12,389 | +73.4% | 0.22% | +46.9% |
Q3 2020 | $359,000 | – | 7,143 | – | 0.15% | – |
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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% |