AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $31,000 | – | 560 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meredith Wealth Planning | 273,168 | $15,723,561 | 12.79% |
Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |