AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,349,690 | +11.9% | 159,349 | +13.4% | 1.26% | +3.7% |
| Q1 2024 | $9,251,233 | +16.0% | 140,468 | +10.0% | 1.22% | +8.9% |
| Q4 2023 | $7,977,608 | +16.7% | 127,662 | +8.0% | 1.12% | -3.8% |
| Q3 2023 | $6,838,342 | +8.2% | 118,208 | +7.7% | 1.16% | +11.5% |
| Q2 2023 | $6,319,292 | +10.5% | 109,786 | +12.3% | 1.04% | +3.1% |
| Q1 2023 | $5,717,281 | +9.1% | 97,765 | +3.3% | 1.01% | +2.1% |
| Q4 2022 | $5,240,799 | -11.8% | 94,685 | -24.3% | 0.99% | -20.3% |
| Q3 2022 | $5,944,000 | +37.5% | 125,139 | +52.7% | 1.24% | +47.2% |
| Q2 2022 | $4,324,000 | +23.0% | 81,954 | +45.9% | 0.84% | +41.3% |
| Q1 2022 | $3,516,000 | -15.6% | 56,188 | -12.9% | 0.60% | -18.1% |
| Q4 2021 | $4,165,000 | +127.6% | 64,528 | +127.8% | 0.73% | +105.6% |
| Q3 2021 | $1,830,000 | +34.8% | 28,329 | +35.0% | 0.36% | +33.5% |
| Q2 2021 | $1,358,000 | +75.5% | 20,983 | +68.7% | 0.27% | +58.3% |
| Q1 2021 | $774,000 | +47.1% | 12,439 | +35.0% | 0.17% | +37.7% |
| Q4 2020 | $526,000 | – | 9,215 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 441,760 | $29,231,262 | 11.65% |
| Unison Advisors LLC | 1,211,723 | $78,701,440 | 9.88% |
| Meredith Wealth Planning | 280,545 | $18,221,396 | 9.55% |
| Mason Investment Advisory Services, Inc. | 2,352,747 | $152,810,938 | 9.46% |
| QUARRY HILL ADVISORS, LLC | 215,520 | $13,998,019 | 9.36% |
| Accredited Investors Inc. | 2,121,015 | $137,759,960 | 8.59% |
| Peirce Capital Management, LLC | 218,941 | $14,220,250 | 7.53% |
| Valued Wealth Advisors LLC | 144,354 | $9,375,798 | 6.44% |
| Brickley Wealth Management | 445,154 | $28,912,737 | 6.33% |
| Allegiance Financial Group Advisory Services LLC | 228,366 | $14,832,396 | 5.68% |