AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,415,304 | +12.8% | 404,026 | +3.9% | 3.38% | +16.1% |
| Q3 2023 | $21,636,487 | +4.9% | 388,796 | +8.2% | 2.91% | -1.6% |
| Q2 2023 | $20,624,097 | +10.2% | 359,305 | +9.5% | 2.96% | +0.3% |
| Q1 2023 | $18,711,429 | +12.6% | 328,098 | +5.0% | 2.95% | +0.9% |
| Q4 2022 | $16,616,928 | +99.7% | 312,407 | +71.3% | 2.92% | +40.1% |
| Q3 2022 | $8,320,000 | +36.8% | 182,369 | +52.8% | 2.09% | +21.8% |
| Q2 2022 | $6,081,000 | +11.0% | 119,326 | +31.4% | 1.71% | +25.6% |
| Q1 2022 | $5,478,000 | +11.0% | 90,792 | +16.6% | 1.36% | +6.2% |
| Q4 2021 | $4,936,000 | +18.8% | 77,863 | +17.1% | 1.28% | -5.3% |
| Q3 2021 | $4,154,000 | +116.9% | 66,480 | +119.0% | 1.36% | +124.3% |
| Q2 2021 | $1,915,000 | +15.0% | 30,360 | +10.3% | 0.60% | +1.0% |
| Q1 2021 | $1,665,000 | – | 27,521 | – | 0.60% | – |
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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% |