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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,704,438 | -7.6% | 67,587 | -0.2% | 0.20% | -3.8% |
Q2 2023 | $4,009,262 | +5.1% | 67,724 | +6.3% | 0.21% | -6.7% |
Q1 2023 | $3,816,342 | +8.4% | 63,701 | +7.8% | 0.22% | +3.2% |
Q4 2022 | $3,519,484 | +55.7% | 59,111 | +36.2% | 0.22% | +34.2% |
Q3 2022 | $2,260,000 | +27.1% | 43,404 | +36.6% | 0.16% | +24.8% |
Q2 2022 | $1,778,000 | +6.0% | 31,769 | +9.0% | 0.13% | +0.8% |
Q1 2022 | $1,677,000 | +1.0% | 29,151 | +11.2% | 0.13% | +8.5% |
Q4 2021 | $1,660,000 | +23.9% | 26,207 | +29.9% | 0.12% | +25.5% |
Q3 2021 | $1,340,000 | -3.9% | 20,178 | -5.8% | 0.09% | +80.8% |
Q2 2021 | $1,394,000 | +157.2% | 21,422 | +159.0% | 0.05% | +15.6% |
Q1 2021 | $542,000 | +26.9% | 8,271 | +13.6% | 0.04% | +12.5% |
Q4 2020 | $427,000 | +26.7% | 7,278 | +5.0% | 0.04% | 0.0% |
Q3 2020 | $337,000 | +53.2% | 6,933 | +47.3% | 0.04% | +48.1% |
Q2 2020 | $220,000 | – | 4,707 | – | 0.03% | – |
Download |
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% |