Creative Planning - AMERICAN CENTY ETF TR ownership

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
Creative Planning ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$248,761,205
+4.6%
4,300,107
+4.0%
0.33%
+4.7%
Q2 2023$237,889,821
+2.7%
4,132,902
+4.4%
0.32%
-5.1%
Q1 2023$231,586,197
-9.9%
3,960,092
-14.7%
0.33%
-13.5%
Q4 2022$256,999,913
+217.6%
4,643,178
+172.6%
0.39%
+175.7%
Q3 2022$80,919,000
+13.3%
1,703,564
+25.9%
0.14%
+18.6%
Q2 2022$71,417,000
-0.9%
1,353,614
+17.5%
0.12%
+5.4%
Q1 2022$72,077,000
+37.4%
1,151,750
+41.7%
0.11%
+33.3%
Q4 2021$52,475,000
+54.0%
812,931
+54.2%
0.08%
+40.0%
Q3 2021$34,072,000
+44.0%
527,353
+44.3%
0.06%
+42.9%
Q2 2021$23,658,000
+70.9%
365,487
+64.2%
0.04%
+50.0%
Q1 2021$13,841,000
+151.1%
222,529
+130.5%
0.03%
+133.3%
Q4 2020$5,513,00096,5320.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 364,643$20,182,97712.70%
Meredith Wealth Planning 245,073$13,564,77711.68%
Unison Advisors LLC 1,594,173$88,237,91411.48%
QUARRY HILL ADVISORS, LLC 171,660$9,501,4089.61%
Brickley Wealth Management 435,165$24,086,3697.16%
Henrickson Nauta Wealth Advisors, Inc. 151,114$8,364,1406.64%
Savant Capital, LLC 4,893,279$268,876,7286.57%
Werba Rubin Papier Wealth Management 253,637$14,038,8345.79%
Accredited Investors Inc. 1,123,214$62,169,8805.26%
Hill Investment Group Partners, LLC 359,570$19,902,2104.82%
View complete list of AMERICAN CENTY ETF TR shareholders