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 | $9,340,508 | +0.7% | 161,461 | +0.2% | 0.74% | +1.1% |
| Q2 2023 | $9,278,373 | -6.7% | 161,195 | -5.2% | 0.73% | -16.1% |
| Q1 2023 | $9,942,073 | +4.4% | 170,008 | -1.2% | 0.87% | -7.7% |
| Q4 2022 | $9,522,805 | +2537.9% | 172,047 | +2164.7% | 0.94% | +1824.5% |
| Q3 2022 | $361,000 | +53.0% | 7,597 | +69.9% | 0.05% | +32.4% |
| Q2 2022 | $236,000 | -13.6% | 4,472 | +2.5% | 0.04% | 0.0% |
| Q1 2022 | $273,000 | +2.6% | 4,364 | +5.8% | 0.04% | -35.1% |
| Q4 2021 | $266,000 | +1.1% | 4,126 | +1.5% | 0.06% | +46.2% |
| Q3 2021 | $263,000 | 0.0% | 4,065 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $263,000 | +5.2% | 4,065 | +0.9% | 0.04% | -31.6% |
| Q1 2021 | $250,000 | – | 4,027 | – | 0.06% | – |
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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% |