AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,839,421 | +4.7% | 481,235 | +4.1% | 2.98% | +1.3% |
| Q2 2023 | $26,598,388 | -4.8% | 462,098 | -3.3% | 2.94% | -9.1% |
| Q1 2023 | $27,953,293 | +10.3% | 477,997 | +4.4% | 3.24% | +3.4% |
| Q4 2022 | $25,340,363 | +319.5% | 457,820 | +260.0% | 3.13% | +218.1% |
| Q3 2022 | $6,041,000 | -80.5% | 127,189 | -78.3% | 0.98% | -79.4% |
| Q2 2022 | $30,963,000 | -12.4% | 586,866 | +3.9% | 4.78% | -1.7% |
| Q1 2022 | $35,355,000 | +4386.7% | 564,958 | +4530.4% | 4.86% | +4123.5% |
| Q4 2021 | $788,000 | – | 12,201 | – | 0.12% | – |
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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% |