AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 23 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $90,006,585 | -0.5% | 1,617,369 | +2.6% | 0.07% | +1.5% |
Q2 2023 | $90,453,905 | +4.2% | 1,575,852 | +3.5% | 0.07% | 0.0% |
Q1 2023 | $86,825,209 | +14.6% | 1,522,448 | +6.9% | 0.07% | +9.7% |
Q4 2022 | $75,761,177 | +28.7% | 1,424,350 | +10.4% | 0.06% | +19.2% |
Q3 2022 | $58,845,000 | -10.3% | 1,289,896 | +0.2% | 0.05% | -3.7% |
Q2 2022 | $65,579,000 | -14.1% | 1,286,863 | +1.7% | 0.05% | +3.8% |
Q1 2022 | $76,316,000 | -5.4% | 1,264,826 | -0.6% | 0.05% | +2.0% |
Q4 2021 | $80,635,000 | +11.8% | 1,272,049 | +10.2% | 0.05% | +4.1% |
Q3 2021 | $72,150,000 | -0.9% | 1,154,592 | +0.0% | 0.05% | -2.0% |
Q2 2021 | $72,819,000 | +7.0% | 1,154,574 | +2.7% | 0.05% | 0.0% |
Q1 2021 | $68,049,000 | -0.5% | 1,124,681 | -5.9% | 0.05% | -5.7% |
Q4 2020 | $68,375,000 | +9.2% | 1,195,576 | -5.9% | 0.05% | -5.4% |
Q3 2020 | $62,613,000 | +2.2% | 1,271,072 | -3.7% | 0.06% | -3.4% |
Q2 2020 | $61,288,000 | +5.9% | 1,319,445 | -9.4% | 0.06% | -15.9% |
Q1 2020 | $57,884,000 | -21.2% | 1,456,943 | +6.7% | 0.07% | -1.4% |
Q4 2019 | $73,411,000 | – | 1,365,176 | – | 0.07% | – |
Download |
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% |