AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
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 | 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% |