AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,698 | -3.0% | 3,858 | 0.0% | 0.07% | 0.0% |
Q2 2023 | $221,449 | -87.5% | 3,858 | -87.6% | 0.07% | -82.5% |
Q1 2023 | $1,774,945 | +14.8% | 31,123 | +7.1% | 0.39% | -5.4% |
Q4 2022 | $1,546,393 | +23.0% | 29,073 | +5.5% | 0.41% | +5.9% |
Q3 2022 | $1,257,000 | -13.1% | 27,551 | -3.0% | 0.39% | -8.9% |
Q2 2022 | $1,447,000 | +14.6% | 28,407 | +35.7% | 0.42% | +26.9% |
Q1 2022 | $1,263,000 | -39.2% | 20,930 | -36.2% | 0.34% | -37.4% |
Q4 2021 | $2,079,000 | – | 32,800 | – | 0.54% | – |
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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% |