AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 153 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748 | -9.7% | 13,436 | -6.9% | 0.00% | 0.0% |
| Q2 2023 | $828 | -1.7% | 14,427 | -2.3% | 0.00% | -25.0% |
| Q1 2023 | $842 | -8.1% | 14,770 | -14.2% | 0.00% | -20.0% |
| Q4 2022 | $916 | -99.9% | 17,222 | -8.0% | 0.01% | 0.0% |
| Q3 2022 | $854,000 | -6.9% | 18,720 | +4.1% | 0.01% | -16.7% |
| Q2 2022 | $917,000 | -30.9% | 17,986 | -18.2% | 0.01% | -25.0% |
| Q1 2022 | $1,327,000 | -1.5% | 21,993 | +3.5% | 0.01% | 0.0% |
| Q4 2021 | $1,347,000 | +8.4% | 21,249 | +6.9% | 0.01% | -11.1% |
| Q3 2021 | $1,243,000 | +5.0% | 19,884 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $1,184,000 | +12.1% | 18,772 | +7.5% | 0.01% | -10.0% |
| Q1 2021 | $1,056,000 | – | 17,456 | – | 0.01% | – |
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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% |