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 | $205,946 | -0.0% | 3,560 | +8.0% | 0.01% | -46.7% |
| Q1 2022 | $206,000 | -11.6% | 3,295 | -8.7% | 0.02% | -11.8% |
| Q4 2021 | $233,000 | 0.0% | 3,610 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $233,000 | +2.2% | 3,610 | +2.7% | 0.02% | 0.0% |
| Q2 2021 | $228,000 | +11.2% | 3,515 | +6.7% | 0.02% | -4.8% |
| Q1 2021 | $205,000 | +9.0% | 3,295 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $188,000 | – | 3,295 | – | 0.02% | – |
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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% |