AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 220 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,398,530 | +7.7% | 164,800 | +0.5% | 4.10% | +3.3% |
| Q4 2022 | $8,725,275 | +128.9% | 164,040 | +96.4% | 3.97% | +97.1% |
| Q3 2022 | $3,811,185 | -52.4% | 83,542 | -46.8% | 2.01% | -50.6% |
| Q2 2022 | $8,005,781 | +21.4% | 157,099 | +43.8% | 4.08% | +15.4% |
| Q1 2022 | $6,593,487 | +222.8% | 109,277 | +239.1% | 3.53% | +205.4% |
| Q4 2021 | $2,042,520 | – | 32,221 | – | 1.16% | – |
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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% |