AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $56,617,456 | +21.4% | 906,024 | +12.4% | 1.95% | +2.5% |
| Q3 2023 | $46,637,062 | +13.6% | 806,172 | +13.0% | 1.91% | +9.4% |
| Q2 2023 | $41,070,515 | +11.6% | 713,525 | +13.4% | 1.74% | +2.1% |
| Q1 2023 | $36,809,547 | +23.0% | 629,438 | +16.4% | 1.71% | +10.4% |
| Q4 2022 | $29,921,028 | +59.8% | 540,579 | +37.1% | 1.54% | +41.9% |
| Q3 2022 | $18,724,000 | +35.8% | 394,186 | +50.9% | 1.09% | +27.5% |
| Q2 2022 | $13,786,000 | +4.7% | 261,291 | +24.2% | 0.85% | +41.9% |
| Q1 2022 | $13,166,000 | +65.2% | 210,381 | +70.3% | 0.60% | +52.4% |
| Q4 2021 | $7,972,000 | +214.5% | 123,500 | +214.8% | 0.40% | +102.6% |
| Q3 2021 | $2,535,000 | +46.4% | 39,237 | +46.8% | 0.20% | +38.3% |
| Q2 2021 | $1,731,000 | +31.8% | 26,735 | +26.6% | 0.14% | +8.5% |
| Q1 2021 | $1,313,000 | +84.2% | 21,112 | +69.1% | 0.13% | +52.9% |
| Q4 2020 | $713,000 | – | 12,485 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |