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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,786,475 | -1.0% | 458,606 | +0.4% | 2.48% | -6.3% |
| Q1 2024 | $30,082,213 | +8.3% | 456,760 | +2.8% | 2.65% | +1.1% |
| Q4 2023 | $27,768,125 | -0.3% | 444,361 | -7.7% | 2.62% | -12.1% |
| 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 ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 441,760 | $29,231,262 | 11.65% |
| Unison Advisors LLC | 1,211,723 | $78,701,440 | 9.88% |
| Meredith Wealth Planning | 280,545 | $18,221,396 | 9.55% |
| Mason Investment Advisory Services, Inc. | 2,352,747 | $152,810,938 | 9.46% |
| QUARRY HILL ADVISORS, LLC | 215,520 | $13,998,019 | 9.36% |
| Accredited Investors Inc. | 2,121,015 | $137,759,960 | 8.59% |
| Peirce Capital Management, LLC | 218,941 | $14,220,250 | 7.53% |
| Valued Wealth Advisors LLC | 144,354 | $9,375,798 | 6.44% |
| Brickley Wealth Management | 445,154 | $28,912,737 | 6.33% |
| Allegiance Financial Group Advisory Services LLC | 228,366 | $14,832,396 | 5.68% |