Asset Dedication, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$479
+3.2%
8,266
+2.7%
0.04%
+2.5%
Q2 2023$464
-5.9%
8,049
-4.2%
0.04%
-13.0%
Q1 2023$493
+32.9%
8,403
+25.3%
0.05%
+21.1%
Q4 2022$371
-99.9%
6,705
+28.7%
0.04%
+40.7%
Q3 2022$249,000
+7.3%
5,210
+17.7%
0.03%
-20.6%
Q2 2022$232,000
-4.5%
4,428
+14.4%
0.03%
+25.9%
Q1 2022$243,000
+539.5%
3,870
+550.4%
0.03%
+440.0%
Q4 2021$38,000
+3700.0%
595
+3400.0%
0.01%
Q3 2021$1,000170.00%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Meredith Wealth Planning 273,168$15,723,56112.79%
Unison Advisors LLC 1,880,333$108,231,97712.01%
Divergent Planning, LLC 398,248$22,923,15712.01%
QUARRY HILL ADVISORS, LLC 175,121$10,079,9749.10%
Brickley Wealth Management 440,942$25,380,6086.41%
Silicon Hills Wealth Management, LLC 182,967$10,531,5895.94%
Henrickson Nauta Wealth Advisors, Inc. 150,223$8,646,8435.87%
Accredited Investors Inc. 1,409,315$81,120,1565.78%
Werba Rubin Papier Wealth Management 281,411$16,198,0445.62%
Hill Investment Group Partners, LLC 485,807$27,963,0595.04%
View complete list of AMERICAN CENTY ETF TR shareholders