AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,607,936 | +37.6% | 60,495 | +28.8% | 1.35% | +25.9% |
| Q3 2023 | $2,621,344 | -2.1% | 46,961 | +0.6% | 1.08% | +2.4% |
| Q2 2023 | $2,678,838 | +11.1% | 46,670 | +10.4% | 1.05% | +5.8% |
| Q1 2023 | $2,411,172 | -30.9% | 42,279 | -35.5% | 0.99% | -16.5% |
| Q4 2022 | $3,486,924 | +262.1% | 65,556 | +216.6% | 1.19% | +220.2% |
| Q3 2022 | $963,000 | +96.1% | 20,704 | +109.4% | 0.37% | +89.3% |
| Q2 2022 | $491,000 | +42.3% | 9,889 | +72.8% | 0.20% | -23.4% |
| Q1 2022 | $345,000 | – | 5,722 | – | 0.26% | – |
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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% |