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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,907 | +0.1% | 303,682 | +2.5% | 12.30% | -3.8% |
| Q1 2024 | $18,893 | +6.7% | 296,406 | +1.1% | 12.79% | +0.7% |
| Q4 2023 | $17,709 | +9.7% | 293,061 | +1.0% | 12.70% | -1.3% |
| Q3 2023 | $16,143 | -4.0% | 290,092 | -1.0% | 12.86% | -1.1% |
| Q2 2023 | $16,817 | -0.9% | 292,986 | -1.6% | 13.01% | -3.9% |
| Q1 2023 | $16,974 | +5.4% | 297,633 | -1.7% | 13.54% | -2.6% |
| Q4 2022 | $16,108 | -99.9% | 302,841 | +2.4% | 13.90% | +0.5% |
| Q3 2022 | $13,488,000 | -4.2% | 295,664 | +7.0% | 13.83% | -5.0% |
| Q2 2022 | $14,085,000 | -14.5% | 276,399 | +1.2% | 14.56% | -7.6% |
| Q1 2022 | $16,474,000 | -0.7% | 273,038 | +4.3% | 15.76% | +0.3% |
| Q4 2021 | $16,598,000 | – | 261,846 | – | 15.70% | – |
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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% |