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 | $1,353,905 | +6.0% | 23,404 | +5.5% | 0.04% | +4.8% |
| Q2 2023 | $1,277,240 | -0.5% | 22,190 | +1.1% | 0.04% | -4.5% |
| Q1 2023 | $1,284,142 | +5.7% | 21,959 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $1,215,412 | +18.9% | 21,959 | +2.1% | 0.04% | -15.4% |
| Q3 2022 | $1,022,000 | -14.7% | 21,512 | -5.3% | 0.05% | -16.1% |
| Q2 2022 | $1,198,000 | -11.5% | 22,713 | +5.1% | 0.06% | -3.1% |
| Q1 2022 | $1,353,000 | -2.0% | 21,617 | +1.1% | 0.06% | 0.0% |
| Q4 2021 | $1,380,000 | +1.6% | 21,384 | +1.7% | 0.06% | -5.9% |
| Q3 2021 | $1,358,000 | +15.2% | 21,024 | +15.4% | 0.07% | +4.6% |
| Q2 2021 | $1,179,000 | +6.8% | 18,221 | +2.7% | 0.06% | -5.8% |
| Q1 2021 | $1,104,000 | +17.6% | 17,744 | +7.9% | 0.07% | +11.3% |
| Q4 2020 | $939,000 | +22.3% | 16,444 | +1.2% | 0.06% | +5.1% |
| Q3 2020 | $768,000 | +6.4% | 16,255 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $722,000 | -99.9% | 16,255 | +0.7% | 0.06% | +7.4% |
| Q1 2020 | $590,944,000 | – | 16,146 | – | 0.05% | – |
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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% |