AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $983 | +14.0% | 16,992 | +13.4% | 0.00% | 0.0% |
Q2 2023 | $862 | +19.4% | 14,979 | +21.3% | 0.00% | +50.0% |
Q1 2023 | $722 | +19.7% | 12,353 | +13.4% | 0.00% | 0.0% |
Q4 2022 | $603 | -99.9% | 10,890 | +27.7% | 0.00% | 0.0% |
Q3 2022 | $450,000 | 0.0% | 8,526 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $450,000 | -11.1% | 8,526 | +5.4% | 0.00% | 0.0% |
Q1 2022 | $506,000 | +1.6% | 8,088 | +4.8% | 0.00% | 0.0% |
Q4 2021 | $498,000 | +8.7% | 7,721 | +9.0% | 0.00% | 0.0% |
Q3 2021 | $458,000 | – | 7,084 | – | 0.00% | – |
Download |
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% |
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% |
Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |