AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,636,176 | -3.0% | 101,279 | 0.0% | 0.94% | -10.5% |
| Q2 2023 | $5,813,415 | +0.5% | 101,279 | -0.2% | 1.05% | -8.0% |
| Q1 2023 | $5,784,667 | +6.1% | 101,432 | -1.0% | 1.14% | -13.7% |
| Q4 2022 | $5,450,220 | +83.9% | 102,467 | +57.7% | 1.32% | +54.4% |
| Q3 2022 | $2,963,293 | +363.6% | 64,956 | +417.8% | 0.85% | +379.8% |
| Q2 2022 | $639,242 | -86.3% | 12,544 | -83.8% | 0.18% | -88.4% |
| Q1 2022 | $4,670,333 | +514.1% | 77,404 | +545.2% | 1.53% | +243.6% |
| Q4 2021 | $760,490 | – | 11,997 | – | 0.44% | – |
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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% |