AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,372,629 | +3.2% | 240,299 | +6.4% | 8.19% | +6.3% |
| Q2 2023 | $12,961,546 | +5.3% | 225,811 | +4.6% | 7.71% | +4.1% |
| Q1 2023 | $12,314,505 | +19.8% | 215,930 | +11.7% | 7.40% | +15.7% |
| Q4 2022 | $10,282,524 | +39.8% | 193,317 | +19.9% | 6.40% | +65.5% |
| Q3 2022 | $7,355,000 | +42.3% | 161,215 | +59.0% | 3.86% | +47.1% |
| Q2 2022 | $5,168,000 | +52.1% | 101,405 | +80.1% | 2.63% | +65.4% |
| Q1 2022 | $3,397,000 | -45.8% | 56,306 | -43.0% | 1.59% | -43.5% |
| Q4 2021 | $6,264,000 | – | 98,813 | – | 2.81% | – |
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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% |