AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 73 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,116,369 | +75.8% | 762,599 | +74.9% | 0.02% | +81.8% |
| Q2 2023 | $25,092,021 | +187.4% | 435,928 | +192.0% | 0.01% | +175.0% |
| Q1 2023 | $8,731,686 | +25.8% | 149,311 | +19.1% | 0.00% | 0.0% |
| Q4 2022 | $6,939,487 | +53.5% | 125,375 | +31.7% | 0.00% | +33.3% |
| Q3 2022 | $4,521,000 | +19.9% | 95,172 | +33.2% | 0.00% | +50.0% |
| Q2 2022 | $3,770,000 | +0.6% | 71,448 | +19.3% | 0.00% | 0.0% |
| Q1 2022 | $3,748,000 | +50.0% | 59,888 | +54.7% | 0.00% | +100.0% |
| Q4 2021 | $2,499,000 | +52.8% | 38,717 | +53.0% | 0.00% | 0.0% |
| Q3 2021 | $1,635,000 | +32.2% | 25,312 | +32.5% | 0.00% | 0.0% |
| Q2 2021 | $1,237,000 | +111.1% | 19,106 | +102.7% | 0.00% | – |
| Q1 2021 | $586,000 | – | 9,425 | – | 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% |