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 | $14,328,857 | -0.4% | 257,482 | +2.7% | 4.76% | +0.2% |
| Q2 2023 | $14,387,467 | +5.5% | 250,653 | +4.8% | 4.75% | -4.4% |
| Q1 2023 | $13,636,862 | +8.6% | 239,117 | +1.3% | 4.97% | -4.5% |
| Q4 2022 | $12,559,212 | +24.6% | 236,120 | +6.9% | 5.20% | +3.3% |
| Q3 2022 | $10,077,000 | -0.9% | 220,897 | +10.7% | 5.04% | +6.3% |
| Q2 2022 | $10,165,000 | +11.5% | 199,469 | +32.0% | 4.74% | +9.3% |
| Q1 2022 | $9,119,000 | +56.6% | 151,130 | +64.5% | 4.34% | +34.9% |
| Q4 2021 | $5,824,000 | – | 91,883 | – | 3.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |