AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 198 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,217,840 | +16.4% | 35,621 | +19.2% | 0.51% | +11.3% |
| Q1 2024 | $1,904,792 | +51.1% | 29,883 | +43.2% | 0.46% | +32.1% |
| Q4 2023 | $1,260,859 | +4.5% | 20,864 | -3.8% | 0.35% | -4.9% |
| Q3 2023 | $1,206,979 | -4.6% | 21,689 | -1.6% | 0.37% | -5.2% |
| Q2 2023 | $1,264,680 | +45.8% | 22,033 | +44.9% | 0.39% | +29.0% |
| Q1 2023 | $867,311 | -1.0% | 15,208 | -7.7% | 0.30% | -19.1% |
| Q4 2022 | $876,199 | +26.3% | 16,473 | +8.2% | 0.37% | +11.1% |
| Q3 2022 | $694,000 | -14.7% | 15,219 | -4.8% | 0.33% | -8.0% |
| Q2 2022 | $814,000 | -99.9% | 15,984 | +0.9% | 0.36% | +6.8% |
| Q1 2022 | $955,377,000 | +100044.3% | 15,834 | +5.1% | 0.34% | -8.4% |
| Q4 2021 | $954,000 | +367.6% | 15,064 | +361.4% | 0.37% | +369.6% |
| Q3 2021 | $204,000 | – | 3,265 | – | 0.08% | – |
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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% |