AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,726,535 | -3.9% | 1,067,010 | -4.4% | 0.08% | -3.6% |
| Q2 2023 | $64,253,195 | -10.2% | 1,116,282 | -8.8% | 0.08% | -17.0% |
| Q1 2023 | $71,590,000 | +11.5% | 1,224,179 | +5.5% | 0.10% | +3.1% |
| Q4 2022 | $64,222,605 | +77.9% | 1,160,296 | +52.7% | 0.10% | +54.0% |
| Q3 2022 | $36,094,000 | -55.3% | 759,860 | -50.3% | 0.06% | -54.7% |
| Q2 2022 | $80,657,000 | -8.8% | 1,528,755 | +8.1% | 0.14% | -2.1% |
| Q1 2022 | $88,466,000 | +215.2% | 1,413,651 | +225.1% | 0.14% | +208.7% |
| Q4 2021 | $28,071,000 | +2807000.0% | 434,864 | +3953209.1% | 0.05% | – |
| Q3 2021 | $1,000 | – | 11 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |