AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 296 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $43,684,295 | -6.5% | 701,643 | -4.3% | 12.06% | -11.0% |
| Q1 2024 | $46,734,436 | +5.9% | 733,204 | +0.4% | 13.55% | -9.5% |
| Q4 2023 | $44,128,510 | +10.0% | 730,242 | +1.3% | 14.98% | +4.9% |
| Q3 2023 | $40,117,137 | -2.8% | 720,883 | +0.3% | 14.28% | -0.3% |
| Q2 2023 | $41,262,963 | +11.7% | 718,867 | +10.9% | 14.32% | -1.3% |
| Q1 2023 | $36,953,736 | +1.8% | 647,970 | -5.0% | 14.52% | -3.0% |
| Q4 2022 | $36,293,073 | – | 682,329 | – | 14.97% | – |
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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% |