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 | $1,596,255 | -79.7% | 27,593 | -79.8% | 0.04% | -79.3% |
| Q2 2023 | $7,866,897 | +438.0% | 136,673 | +446.6% | 0.17% | +482.8% |
| Q1 2023 | $1,462,233 | +170.6% | 25,004 | +156.2% | 0.03% | +93.3% |
| Q4 2022 | $540,271 | +23.3% | 9,761 | +5.8% | 0.02% | +7.1% |
| Q3 2022 | $438,000 | -88.9% | 9,230 | -87.7% | 0.01% | -87.4% |
| Q2 2022 | $3,949,000 | +134.6% | 74,850 | +178.3% | 0.11% | +136.2% |
| Q1 2022 | $1,683,000 | -6.8% | 26,897 | -3.6% | 0.05% | -23.0% |
| Q2 2021 | $1,805,000 | -1.0% | 27,887 | -4.9% | 0.06% | -40.2% |
| Q1 2021 | $1,823,000 | – | 29,315 | – | 0.10% | – |
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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% |