AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 238 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |