AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,410,447 | -10.8% | 41,667 | -11.2% | 0.12% | -6.0% |
| Q2 2023 | $2,701,935 | -45.2% | 46,941 | -44.3% | 0.13% | -47.6% |
| Q1 2023 | $4,928,301 | -44.6% | 84,273 | -47.6% | 0.25% | -44.3% |
| Q4 2022 | $8,894,538 | +2426.9% | 160,696 | +2068.9% | 0.46% | +1882.6% |
| Q3 2022 | $352,000 | -26.2% | 7,409 | -18.0% | 0.02% | -32.4% |
| Q2 2022 | $477,000 | -95.3% | 9,039 | -94.5% | 0.03% | -96.0% |
| Q1 2022 | $10,236,000 | +76.0% | 163,569 | +81.8% | 0.84% | +267.2% |
| Q4 2021 | $5,817,000 | +47.2% | 89,957 | +47.0% | 0.23% | -30.4% |
| Q3 2021 | $3,953,000 | +9.8% | 61,190 | +10.0% | 0.33% | +6.5% |
| Q2 2021 | $3,601,000 | +13.2% | 55,634 | +8.8% | 0.31% | -15.1% |
| Q1 2021 | $3,181,000 | +241.7% | 51,149 | +213.9% | 0.36% | +264.0% |
| Q4 2020 | $931,000 | +127.1% | 16,295 | +87.9% | 0.10% | +63.9% |
| Q3 2020 | $410,000 | +1.5% | 8,671 | -4.6% | 0.06% | -4.7% |
| Q2 2020 | $404,000 | +37.4% | 9,090 | +13.1% | 0.06% | 0.0% |
| Q1 2020 | $294,000 | – | 8,037 | – | 0.06% | – |
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% |