AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 40 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |