AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,997,000 | +181.9% | 69,092 | +180.4% | 0.00% | – |
| Q2 2023 | $1,418,000 | +137.1% | 24,639 | +140.7% | 0.00% | – |
| Q1 2023 | $598,000 | -56.0% | 10,235 | -58.4% | 0.00% | – |
| Q4 2022 | $1,360,000 | +219.2% | 24,575 | +173.5% | 0.00% | – |
| Q3 2022 | $426,000 | -46.5% | 8,984 | -40.4% | 0.00% | – |
| Q2 2022 | $796,000 | +83.8% | 15,079 | +118.3% | 0.00% | – |
| Q1 2022 | $433,000 | -12.5% | 6,908 | -10.0% | 0.00% | – |
| Q4 2021 | $495,000 | -21.1% | 7,677 | -20.8% | 0.00% | – |
| Q3 2021 | $627,000 | -68.1% | 9,696 | -68.1% | 0.00% | -100.0% |
| Q2 2021 | $1,965,000 | -45.5% | 30,358 | -47.6% | 0.00% | 0.0% |
| Q1 2021 | $3,606,000 | +11.2% | 57,966 | +2.1% | 0.00% | 0.0% |
| Q4 2020 | $3,244,000 | +35.3% | 56,801 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $2,398,000 | +26544.4% | 50,723 | +25388.9% | 0.00% | – |
| Q2 2020 | $9,000 | – | 199 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |