AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 147 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,000,341 | +1.0% | 224,725 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $12,869,840 | +15.7% | 223,590 | +17.6% | 0.00% | -20.0% |
| Q1 2023 | $11,122,604 | +161.6% | 190,195 | +147.6% | 0.01% | +150.0% |
| Q4 2022 | $4,251,157 | -86.2% | 76,805 | -88.1% | 0.00% | -84.6% |
| Q3 2022 | $30,711,000 | +126.7% | 646,538 | +151.8% | 0.01% | +116.7% |
| Q2 2022 | $13,546,000 | +175.9% | 256,745 | +227.3% | 0.01% | +200.0% |
| Q1 2022 | $4,909,000 | -39.0% | 78,440 | -37.0% | 0.00% | -33.3% |
| Q4 2021 | $8,043,000 | +369.5% | 124,594 | +370.8% | 0.00% | +200.0% |
| Q2 2021 | $1,713,000 | -10.3% | 26,466 | -20.9% | 0.00% | 0.0% |
| Q4 2020 | $1,910,000 | -57.4% | 33,448 | -72.7% | 0.00% | -75.0% |
| Q1 2020 | $4,488,000 | +134.1% | 122,610 | +254.3% | 0.00% | +33.3% |
| Q4 2019 | $1,917,000 | – | 34,610 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |