AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 132 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,331,711 | +17.8% | 455,196 | +21.5% | 0.00% | +50.0% |
| Q2 2023 | $21,498,096 | +38.0% | 374,531 | +37.1% | 0.00% | 0.0% |
| Q1 2023 | $15,578,680 | +92.4% | 273,166 | +79.4% | 0.00% | +100.0% |
| Q4 2022 | $8,097,273 | +59.5% | 152,233 | +36.8% | 0.00% | 0.0% |
| Q3 2022 | $5,076,000 | -18.7% | 111,267 | -9.2% | 0.00% | 0.0% |
| Q2 2022 | $6,246,000 | +50.6% | 122,562 | +78.3% | 0.00% | 0.0% |
| Q1 2022 | $4,148,000 | +164.4% | 68,745 | +177.7% | 0.00% | – |
| Q4 2021 | $1,569,000 | +411.1% | 24,753 | +404.0% | 0.00% | – |
| Q3 2021 | $307,000 | -4.4% | 4,911 | -3.6% | 0.00% | – |
| Q2 2021 | $321,000 | +158.9% | 5,097 | +148.6% | 0.00% | – |
| Q1 2021 | $124,000 | +4033.3% | 2,050 | +3767.9% | 0.00% | – |
| Q4 2020 | $3,000 | – | 53 | – | 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% |