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 | $8,794,600 | +1.0% | 141,256 | +3.3% | 4.16% | -4.3% |
Q1 2024 | $8,710,757 | +18.7% | 136,686 | +3.7% | 4.35% | -1.1% |
Q4 2023 | $7,337,960 | +0.3% | 131,816 | +0.2% | 4.40% | -30.4% |
Q3 2023 | $7,317,387 | +1.3% | 131,489 | +4.5% | 6.32% | +3.9% |
Q2 2023 | $7,221,781 | +2.9% | 125,815 | +2.3% | 6.08% | -5.3% |
Q1 2023 | $7,015,025 | – | 123,006 | – | 6.42% | – |
Download |
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% |