AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 24 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,977,389 | +0.5% | 172,470 | 0.0% | 0.53% | -0.2% |
| Q2 2023 | $9,927,372 | -1.6% | 172,470 | 0.0% | 0.54% | -5.6% |
| Q1 2023 | $10,086,046 | +5.7% | 172,470 | 0.0% | 0.57% | +0.7% |
| Q4 2022 | $9,546,215 | +16.8% | 172,470 | +0.2% | 0.56% | +3.3% |
| Q3 2022 | $8,176,000 | -10.0% | 172,120 | 0.0% | 0.54% | -4.7% |
| Q2 2022 | $9,081,000 | -15.7% | 172,120 | 0.0% | 0.57% | -18.3% |
| Q1 2022 | $10,771,000 | -3.1% | 172,120 | 0.0% | 0.70% | -0.6% |
| Q4 2021 | $11,110,000 | +0.6% | 172,120 | +0.7% | 0.70% | -7.7% |
| Q3 2021 | $11,045,000 | -0.2% | 170,950 | 0.0% | 0.76% | -12.1% |
| Q2 2021 | $11,066,000 | +5.6% | 170,950 | +1.4% | 0.87% | -62.4% |
| Q1 2021 | $10,483,000 | +8.9% | 168,535 | 0.0% | 2.31% | -2.6% |
| Q4 2020 | $9,625,000 | +22.0% | 168,535 | +1.0% | 2.37% | -1.0% |
| Q3 2020 | $7,890,000 | +7.0% | 166,905 | +0.6% | 2.40% | +7.8% |
| Q2 2020 | $7,375,000 | +49.6% | 165,965 | +23.2% | 2.22% | +16.5% |
| Q1 2020 | $4,931,000 | +33.7% | 134,716 | +102.3% | 1.91% | +68.8% |
| Q4 2019 | $3,689,000 | – | 66,600 | – | 1.13% | – |
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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% |