AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,210,067 | +0.2% | 295,767 | +1.6% | 3.26% | -1.8% |
| Q1 2024 | $19,169,805 | +26.6% | 291,069 | +20.1% | 3.32% | +19.1% |
| Q4 2023 | $15,146,514 | +20.1% | 242,383 | +11.2% | 2.79% | -6.7% |
| Q3 2023 | $12,614,945 | +9.2% | 218,063 | +8.7% | 2.99% | +4.4% |
| Q2 2023 | $11,552,350 | +5.4% | 200,701 | +7.1% | 2.87% | -1.6% |
| Q1 2023 | $10,962,076 | +39.0% | 187,450 | +31.6% | 2.91% | +25.0% |
| Q4 2022 | $7,884,331 | +21.7% | 142,445 | +4.4% | 2.33% | +15.1% |
| Q3 2022 | $6,478,000 | +11.3% | 136,379 | +23.7% | 2.02% | +22.4% |
| Q2 2022 | $5,819,000 | -12.1% | 110,283 | +4.2% | 1.66% | +7.6% |
| Q1 2022 | $6,622,000 | -3.5% | 105,815 | -0.4% | 1.54% | +7.0% |
| Q4 2021 | $6,860,000 | +17.1% | 106,273 | +17.2% | 1.44% | +9.1% |
| Q3 2021 | $5,860,000 | -11.7% | 90,698 | -11.5% | 1.32% | -9.8% |
| Q2 2021 | $6,637,000 | +6.9% | 102,539 | +2.7% | 1.46% | -2.6% |
| Q1 2021 | $6,211,000 | +1.3% | 99,861 | -7.0% | 1.50% | +6.2% |
| Q4 2020 | $6,133,000 | +83.6% | 107,391 | +52.0% | 1.41% | +51.9% |
| Q3 2020 | $3,340,000 | – | 70,659 | – | 0.93% | – |
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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% |