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 | $16,697,912 | +11.8% | 288,642 | +11.2% | 0.01% | +9.1% |
| Q2 2023 | $14,941,955 | -0.9% | 259,589 | +0.7% | 0.01% | -8.3% |
| Q1 2023 | $15,080,974 | +25.1% | 257,883 | +18.4% | 0.01% | +20.0% |
| Q4 2022 | $12,052,482 | +30.6% | 217,750 | +12.1% | 0.01% | +11.1% |
| Q3 2022 | $9,230,000 | -1.8% | 194,326 | +9.1% | 0.01% | 0.0% |
| Q2 2022 | $9,399,000 | +6.0% | 178,152 | +25.7% | 0.01% | +12.5% |
| Q1 2022 | $8,866,000 | +9.1% | 141,676 | +12.5% | 0.01% | +14.3% |
| Q4 2021 | $8,130,000 | -28.4% | 125,942 | -28.3% | 0.01% | -36.4% |
| Q3 2021 | $11,349,000 | +9.6% | 175,648 | +9.8% | 0.01% | +10.0% |
| Q2 2021 | $10,357,000 | +320.2% | 160,005 | +303.7% | 0.01% | +233.3% |
| Q1 2021 | $2,465,000 | – | 39,631 | – | 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% |