AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 87 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,255 | -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 | 273,168 | $15,723,561 | 12.79% |
| Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
| Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
| QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
| Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
| Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
| Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
| Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
| Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |