AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,560 | +14.2% | 5,230 | +13.6% | 0.00% | – |
| Q2 2023 | $265,011 | -76.7% | 4,604 | -76.4% | 0.00% | -100.0% |
| Q1 2023 | $1,139,249 | +13.3% | 19,481 | +7.3% | 0.00% | 0.0% |
| Q4 2022 | $1,005,101 | +264.2% | 18,159 | +213.0% | 0.00% | – |
| Q3 2022 | $276,000 | -8.9% | 5,801 | +1.0% | 0.00% | – |
| Q2 2022 | $303,000 | -73.6% | 5,746 | -68.7% | 0.00% | -100.0% |
| Q1 2022 | $1,148,000 | -10.5% | 18,350 | -7.6% | 0.00% | 0.0% |
| Q4 2021 | $1,283,000 | -21.8% | 19,870 | -21.7% | 0.00% | 0.0% |
| Q3 2021 | $1,640,000 | – | 25,380 | – | 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% |