Tortoise Investment Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 73 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$1,651,386
+4.5%
28,546
+4.0%
0.25%
+4.7%
Q2 2023$1,579,619
+0.8%
27,443
+2.4%
0.24%
-6.0%
Q1 2023$1,566,855
+4.7%
26,793
-0.9%
0.25%
-4.6%
Q4 2022$1,496,498
+26.7%
27,037
+8.8%
0.26%
+13.9%
Q3 2022$1,181,000
+3.3%
24,857
+14.8%
0.23%
+2.7%
Q2 2022$1,143,000
+43.8%
21,656
+70.5%
0.22%
+52.4%
Q1 2022$795,000
+0.8%
12,704
+4.0%
0.15%
-0.7%
Q4 2021$789,000
+8.7%
12,218
+8.8%
0.15%
+0.7%
Q3 2021$726,000
+63.1%
11,233
+63.4%
0.15%
+59.8%
Q2 2021$445,000
+55.1%
6,873
+48.8%
0.09%
+46.0%
Q1 2021$287,000
+13.9%
4,618
+4.8%
0.06%
+10.5%
Q4 2020$252,000
+21.7%
4,408
+0.9%
0.06%
+14.0%
Q3 2020$207,000
+21.8%
4,370
+14.4%
0.05%
+13.6%
Q2 2020$170,000
+41.7%
3,820
+16.6%
0.04%
+25.7%
Q1 2020$120,000
+287.1%
3,275
+484.8%
0.04%
+400.0%
Q4 2019$31,0005600.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Meredith Wealth Planning 273,168$15,723,56112.79%
Unison Advisors LLC 1,880,333$108,231,97712.01%
Divergent Planning, LLC 398,248$22,923,15712.01%
QUARRY HILL ADVISORS, LLC 175,121$10,079,9749.10%
Brickley Wealth Management 440,942$25,380,6086.41%
Silicon Hills Wealth Management, LLC 182,967$10,531,5895.94%
Henrickson Nauta Wealth Advisors, Inc. 150,223$8,646,8435.87%
Accredited Investors Inc. 1,409,315$81,120,1565.78%
Werba Rubin Papier Wealth Management 281,411$16,198,0445.62%
Hill Investment Group Partners, LLC 485,807$27,963,0595.04%
View complete list of AMERICAN CENTY ETF TR shareholders