AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,533,000 | -0.6% | 631,334 | -1.1% | 0.07% | -4.2% |
| Q2 2023 | $36,758,000 | -4.1% | 638,545 | -2.6% | 0.07% | -14.3% |
| Q1 2023 | $38,331,000 | -21.0% | 655,624 | -25.2% | 0.08% | -24.3% |
| Q4 2022 | $48,506,000 | -15.7% | 876,638 | -27.6% | 0.11% | -27.9% |
| Q3 2022 | $57,549,000 | -23.1% | 1,211,488 | -14.6% | 0.15% | -20.2% |
| Q2 2022 | $74,847,000 | -31.7% | 1,418,466 | -19.0% | 0.19% | -20.9% |
| Q1 2022 | $109,628,000 | -7.6% | 1,751,565 | -4.7% | 0.24% | -6.2% |
| Q4 2021 | $118,626,000 | +1.7% | 1,837,735 | +1.8% | 0.26% | -16.7% |
| Q3 2021 | $116,672,000 | +3.4% | 1,805,763 | +3.6% | 0.31% | -4.6% |
| Q2 2021 | $112,790,000 | +5.4% | 1,742,504 | +1.3% | 0.33% | -3.3% |
| Q1 2021 | $106,961,000 | +12.9% | 1,719,512 | +3.7% | 0.34% | -14.4% |
| Q4 2020 | $94,728,000 | +21.9% | 1,658,788 | +0.9% | 0.40% | +5.3% |
| Q3 2020 | $77,730,000 | +19140.1% | 1,644,321 | +17837.4% | 0.38% | +18650.0% |
| Q2 2020 | $404,000 | +50.7% | 9,167 | +25.5% | 0.00% | 0.0% |
| Q1 2020 | $268,000 | – | 7,303 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |