AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 168 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |