AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,152,078 | +21.0% | 37,201 | +23.6% | 0.02% | +26.7% |
| Q2 2023 | $1,779,138 | +3.2% | 30,093 | +2.1% | 0.02% | -6.2% |
| Q1 2023 | $1,724,070 | +179.2% | 29,481 | +51.6% | 0.02% | -48.4% |
| Q4 2022 | $617,535 | -9.5% | 19,450 | +35.3% | 0.03% | +287.5% |
| Q3 2022 | $682,000 | +12.2% | 14,375 | +52.7% | 0.01% | +60.0% |
| Q4 2021 | $608,000 | -42.2% | 9,413 | -42.1% | 0.01% | -28.6% |
| Q3 2021 | $1,051,000 | – | 16,265 | – | 0.01% | – |
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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% |