AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,487,725 | -40.2% | 25,716 | -40.5% | 0.06% | -37.1% |
| Q2 2023 | $2,489,634 | +7.9% | 43,252 | +9.7% | 0.09% | +15.6% |
| Q1 2023 | $2,306,306 | +37.3% | 39,437 | +30.0% | 0.08% | +28.3% |
| Q4 2022 | $1,679,436 | +140.3% | 30,342 | +106.1% | 0.06% | +122.2% |
| Q3 2022 | $699,000 | -31.6% | 14,719 | -24.0% | 0.03% | -25.0% |
| Q2 2022 | $1,022,000 | +51.0% | 19,363 | +79.0% | 0.04% | +80.0% |
| Q1 2022 | $677,000 | +21.3% | 10,816 | +25.2% | 0.02% | +25.0% |
| Q4 2021 | $558,000 | +19.5% | 8,640 | +19.4% | 0.02% | +14.3% |
| Q3 2021 | $467,000 | +45.5% | 7,235 | +45.9% | 0.01% | +40.0% |
| Q2 2021 | $321,000 | +53.6% | 4,960 | +47.5% | 0.01% | +42.9% |
| Q1 2021 | $209,000 | – | 3,362 | – | 0.01% | – |
Download | ||||||
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% |