AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,656 | +0.5% | 10,003 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $575,755 | +0.4% | 10,003 | +2.1% | 0.05% | -8.8% |
| Q1 2023 | $573,180 | +5.7% | 9,801 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $542,502 | +83.3% | 9,801 | +57.5% | 0.06% | +65.7% |
| Q3 2022 | $296,000 | -23.3% | 6,223 | -8.0% | 0.04% | -42.6% |
| Q4 2020 | $386,000 | +20.6% | 6,766 | 0.0% | 0.06% | +5.2% |
| Q3 2020 | $320,000 | +6.3% | 6,766 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $301,000 | – | 6,766 | – | 0.06% | – |
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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% |