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
| 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 | 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% |