AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 313 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is 5.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,781,337 | -3.3% | 58,219 | -2.0% | 0.51% | -5.0% |
| Q1 2024 | $3,910,994 | +9.2% | 59,383 | +3.6% | 0.54% | +0.2% |
| Q4 2023 | $3,580,739 | +11.9% | 57,301 | +3.6% | 0.54% | +1.3% |
| Q3 2023 | $3,200,846 | +7.5% | 55,330 | +7.0% | 0.53% | +12.3% |
| Q2 2023 | $2,976,195 | -3.4% | 51,706 | -1.9% | 0.47% | -9.2% |
| Q1 2023 | $3,081,649 | +11.5% | 52,696 | +5.5% | 0.52% | +5.1% |
| Q4 2022 | $2,763,613 | +16.9% | 49,930 | +0.3% | 0.49% | +6.7% |
| Q3 2022 | $2,364,000 | +21.1% | 49,759 | +34.5% | 0.46% | +24.5% |
| Q2 2022 | $1,952,000 | +6.0% | 36,989 | +25.8% | 0.37% | +20.8% |
| Q1 2022 | $1,841,000 | +7570.8% | 29,414 | +7849.7% | 0.31% | +7600.0% |
| Q4 2021 | $24,000 | – | 370 | – | 0.00% | – |
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% |
| Mason Investment Advisory Services, Inc. | 2,226,476 | $128,155,962 | 11.06% |
| 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% |