AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,565,156 | +7.9% | 1,843,040 | +11.2% | 17.21% | +5.5% |
| Q2 2023 | $95,096,394 | +19.4% | 1,656,732 | +18.6% | 16.32% | +3.7% |
| Q1 2023 | $79,665,724 | +36.3% | 1,396,909 | +27.1% | 15.73% | +15.2% |
| Q4 2022 | $58,470,090 | +53.8% | 1,099,268 | +31.9% | 13.65% | +12.4% |
| Q3 2022 | $38,009,392 | +181.4% | 833,174 | +214.4% | 12.15% | +92.1% |
| Q2 2022 | $13,505,196 | +597.5% | 265,016 | +725.9% | 6.32% | +581.6% |
| Q1 2022 | $1,936,164 | -1.7% | 32,089 | +3.2% | 0.93% | +6.1% |
| Q4 2021 | $1,970,478 | – | 31,085 | – | 0.88% | – |
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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% |