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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,200 | -5.6% | 16,230 | -2.6% | 0.57% | -2.4% |
| Q2 2023 | $956,628 | -0.1% | 16,666 | -0.8% | 0.59% | -9.0% |
| Q1 2023 | $957,762 | +9.4% | 16,794 | +2.0% | 0.64% | -3.0% |
| Q4 2022 | $875,454 | -14.4% | 16,459 | +0.5% | 0.66% | -34.6% |
| Q3 2022 | $1,023,000 | 0.0% | 16,369 | 0.0% | 1.02% | 0.0% |
| Q2 2022 | $1,023,000 | -1.1% | 16,369 | -4.5% | 1.02% | +20.1% |
| Q1 2022 | $1,034,000 | -0.3% | 17,137 | +4.7% | 0.85% | -0.9% |
| Q4 2021 | $1,037,000 | +1.4% | 16,364 | -0.0% | 0.86% | -15.9% |
| Q3 2021 | $1,023,000 | -0.8% | 16,369 | +0.2% | 1.02% | +1.0% |
| Q2 2021 | $1,031,000 | +4.1% | 16,342 | +2.9% | 1.01% | +2.3% |
| Q1 2021 | $990,000 | +27.1% | 15,882 | +16.6% | 0.98% | +32.1% |
| Q4 2020 | $779,000 | – | 13,624 | – | 0.74% | – |
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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% |