AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 17 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,621 | +3.2% | 226,787 | +6.5% | 0.03% | +4.0% |
Q2 2023 | $12,228 | +8.8% | 213,031 | +8.1% | 0.02% | +4.2% |
Q1 2023 | $11,237 | +8.1% | 197,053 | +0.8% | 0.02% | -4.0% |
Q4 2022 | $10,399 | -99.9% | 195,516 | +4.9% | 0.02% | +13.6% |
Q3 2022 | $8,500,000 | +11.4% | 186,332 | +24.5% | 0.02% | +10.0% |
Q2 2022 | $7,627,000 | +24.0% | 149,675 | +46.8% | 0.02% | +42.9% |
Q1 2022 | $6,153,000 | +4.3% | 101,981 | +9.6% | 0.01% | +7.7% |
Q4 2021 | $5,898,000 | +7.3% | 93,056 | +5.8% | 0.01% | -7.1% |
Q3 2021 | $5,497,000 | +4.8% | 87,966 | +5.8% | 0.01% | +7.7% |
Q2 2021 | $5,244,000 | +6.4% | 83,152 | +2.1% | 0.01% | -7.1% |
Q1 2021 | $4,929,000 | +22.0% | 81,478 | +15.3% | 0.01% | +16.7% |
Q4 2020 | $4,041,000 | +35.0% | 70,671 | +16.3% | 0.01% | +20.0% |
Q3 2020 | $2,994,000 | +39.3% | 60,779 | +31.3% | 0.01% | +25.0% |
Q2 2020 | $2,149,000 | +188.8% | 46,285 | +146.9% | 0.01% | +166.7% |
Q1 2020 | $744,000 | – | 18,745 | – | 0.00% | – |
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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% |