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 | $2,689,515 | +12.1% | 46,491 | +11.6% | 0.25% | +16.4% |
| Q2 2023 | $2,398,709 | +2.7% | 41,673 | +4.3% | 0.21% | -5.3% |
| Q1 2023 | $2,335,728 | +15.2% | 39,941 | +9.0% | 0.23% | +7.1% |
| Q4 2022 | $2,027,671 | -56.9% | 36,634 | -63.0% | 0.21% | -51.9% |
| Q3 2022 | $4,700,000 | -28.2% | 98,939 | -15.4% | 0.44% | -22.6% |
| Q2 2022 | $6,549,000 | – | 116,984 | – | 0.57% | – |
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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% |