AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 305 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $75,945,131 | +1.8% | 1,169,286 | +3.2% | 0.20% | +1.5% |
| Q1 2024 | $74,636,872 | +11.1% | 1,133,266 | +5.4% | 0.20% | -10.9% |
| Q4 2023 | $67,173,123 | +12.7% | 1,074,941 | +4.4% | 0.22% | -23.8% |
| Q3 2023 | $59,586,678 | +162.5% | 1,030,020 | +161.2% | 0.29% | +229.5% |
| Q2 2023 | $22,696,601 | +3013.9% | 394,312 | +3063.6% | 0.09% | +4300.0% |
| Q1 2023 | $728,890 | -12.0% | 12,464 | +1266.7% | 0.00% | -60.0% |
| Q4 2022 | $828,086 | -28.7% | 912 | -96.3% | 0.01% | -64.3% |
| Q3 2022 | $1,162,000 | -36.1% | 24,461 | -29.1% | 0.01% | -30.0% |
| Q2 2022 | $1,819,000 | +2536.2% | 34,486 | +72.6% | 0.02% | +1900.0% |
| Q1 2022 | $69,000 | – | 19,977 | – | 0.00% | – |
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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% |
| Mason Investment Advisory Services, Inc. | 2,229,566 | $128,980,392 | 11.86% |
| 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% |