AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 318 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,762,542 | -1.8% | 124,679 | -4.7% | 0.74% | -42.7% |
| Q4 2023 | $7,904,143 | +5.8% | 130,798 | -2.6% | 1.29% | -12.4% |
| Q3 2023 | $7,469,551 | -4.2% | 134,224 | -1.2% | 1.47% | -5.2% |
| Q2 2023 | $7,795,536 | +7.6% | 135,811 | +6.9% | 1.55% | -1.3% |
| Q1 2023 | $7,248,008 | +21.3% | 127,091 | +13.1% | 1.57% | +14.1% |
| Q4 2022 | $5,975,474 | +50.9% | 112,342 | +29.4% | 1.38% | +35.4% |
| Q3 2022 | $3,959,000 | +112.3% | 86,787 | +137.1% | 1.02% | +115.0% |
| Q2 2022 | $1,865,000 | +322.9% | 36,599 | +400.9% | 0.47% | +343.0% |
| Q1 2022 | $441,000 | – | 7,307 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 2,305,967 | $143,569,528 | 17.48% |
| Waypoint Wealth Partners Inc. | 899,395 | $55,996,355 | 16.36% |
| Oak Root LLC | 1,535,164 | $95,579,311 | 12.74% |
| BCR Wealth Strategies, LLC | 303,682 | $18,907 | 12.30% |
| Werba Rubin Papier Wealth Management | 701,643 | $43,684,295 | 12.06% |
| Versant Capital Management, Inc | 676,769 | $42,135,653 | 10.66% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 719,203 | $44,777,601 | 10.53% |
| ESL Trust Services, LLC | 688,630 | $42,874,103 | 10.44% |
| Annex Advisory Services, LLC | 4,464,935 | $277,986,859 | 9.79% |
| Waypoint Capital Advisors, LLC | 627,799 | $39,086,766 | 9.77% |