AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,254,082 | +2.5% | 52,266 | +4.9% | 0.08% | +1.3% |
| Q1 2024 | $3,175,591 | +3.8% | 49,821 | -1.5% | 0.08% | -2.5% |
| Q4 2023 | $3,057,879 | +5.4% | 50,602 | -3.0% | 0.08% | -3.6% |
| Q3 2023 | $2,901,925 | -1.3% | 52,146 | +1.8% | 0.08% | +2.4% |
| Q2 2023 | $2,939,914 | -8.3% | 51,218 | -8.9% | 0.08% | -12.8% |
| Q1 2023 | $3,204,972 | +2.8% | 56,198 | -4.1% | 0.09% | -2.1% |
| Q4 2022 | $3,117,785 | +22.9% | 58,616 | +5.4% | 0.10% | +10.3% |
| Q3 2022 | $2,537,000 | -43.2% | 55,616 | -36.6% | 0.09% | -40.8% |
| Q2 2022 | $4,470,000 | -7.0% | 87,725 | +10.1% | 0.15% | +6.5% |
| Q1 2022 | $4,806,000 | +27.7% | 79,658 | +34.2% | 0.14% | +30.2% |
| Q4 2021 | $3,763,000 | +40.5% | 59,376 | +38.5% | 0.11% | +11.6% |
| Q3 2021 | $2,679,000 | +45.6% | 42,874 | +46.9% | 0.10% | +41.8% |
| Q2 2021 | $1,840,000 | – | 29,177 | – | 0.07% | – |
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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% |