AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 192 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 273,168 | $15,723,561 | 12.79% |
| Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
| Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
| QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
| Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
| Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
| Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
| Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
| Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |