AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,030,895 | +0.1% | 35,106 | -0.4% | 0.01% | -45.5% |
| Q2 2023 | $2,028,485 | -7.3% | 35,241 | -5.9% | 0.01% | +120.0% |
| Q1 2023 | $2,189,316 | +3.7% | 37,437 | -1.8% | 0.01% | 0.0% |
| Q4 2022 | $2,110,274 | +173.7% | 38,126 | +134.8% | 0.01% | +150.0% |
| Q3 2022 | $771,000 | -5.0% | 16,236 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $812,000 | -10.5% | 15,396 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $907,000 | -5.6% | 14,496 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $961,000 | – | 14,881 | – | 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% |