Cypress Point Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$1,908,312
-1.8%
34,291
+1.3%
1.68%
-19.0%
Q2 2023$1,942,951
+29.3%
33,849
+28.5%
2.07%
-2.3%
Q1 2023$1,502,171
+19.2%
26,340
+11.2%
2.12%
+7.2%
Q4 2022$1,259,75223,6841.98%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 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