AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
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% |