AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 237 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 6.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,258,000 | -2.0% | 19,364 | -0.6% | 0.06% | -1.6% |
| Q1 2024 | $1,284,000 | +0.8% | 19,490 | -4.4% | 0.06% | -11.6% |
| Q4 2023 | $1,274,000 | +12.2% | 20,389 | +3.9% | 0.07% | -2.8% |
| Q3 2023 | $1,135,000 | +53.6% | 19,621 | +52.9% | 0.07% | +73.2% |
| Q2 2023 | $739,000 | – | 12,834 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| Mason Investment Advisory Services, Inc. | 2,229,566 | $128,980,392 | 11.86% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |