AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 110 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,791 | -1.7% | 8,963 | +1.4% | 0.25% | +1.2% |
| Q2 2023 | $507,588 | +3.8% | 8,843 | +3.1% | 0.25% | -4.6% |
| Q1 2023 | $489,203 | +9.5% | 8,578 | +2.2% | 0.26% | +2.7% |
| Q4 2022 | $446,583 | -9.8% | 8,396 | -22.6% | 0.26% | -19.7% |
| Q3 2022 | $495,000 | -1.2% | 10,847 | +10.3% | 0.32% | +3.6% |
| Q2 2022 | $501,000 | +68.1% | 9,836 | +99.1% | 0.31% | +81.2% |
| Q1 2022 | $298,000 | +2.1% | 4,941 | +2.1% | 0.17% | -4.0% |
| Q4 2021 | $292,000 | – | 4,841 | – | 0.18% | – |
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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% |