AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 317 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,848,477 | +1.1% | 28,460 | +2.5% | 1.40% | +2.0% |
| Q1 2024 | $1,828,010 | +5.7% | 27,756 | +0.2% | 1.37% | +2.2% |
| Q4 2023 | $1,730,161 | +5.5% | 27,687 | -2.4% | 1.34% | -20.2% |
| Q3 2023 | $1,640,279 | -10.3% | 28,354 | +2.2% | 1.69% | +22.7% |
| Q1 2023 | $1,828,010 | – | 27,756 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 441,760 | $29,231,262 | 11.65% |
| Unison Advisors LLC | 1,211,723 | $78,701,440 | 9.88% |
| Meredith Wealth Planning | 280,545 | $18,221,396 | 9.55% |
| Mason Investment Advisory Services, Inc. | 2,352,747 | $152,810,938 | 9.46% |
| QUARRY HILL ADVISORS, LLC | 215,520 | $13,998,019 | 9.36% |
| Accredited Investors Inc. | 2,121,015 | $137,759,960 | 8.59% |
| Peirce Capital Management, LLC | 218,941 | $14,220,250 | 7.53% |
| Valued Wealth Advisors LLC | 144,354 | $9,375,798 | 6.44% |
| Brickley Wealth Management | 445,154 | $28,912,737 | 6.33% |
| Allegiance Financial Group Advisory Services LLC | 228,366 | $14,832,396 | 5.68% |