AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,567 | -39.9% | 23,603 | -44.3% | 0.06% | +22.0% |
| Q2 2023 | $2,270,855 | +131.2% | 42,374 | +114.0% | 0.05% | +16.3% |
| Q1 2023 | $982,352 | +123156.2% | 19,804 | +23.1% | 0.04% | +104.8% |
| Q4 2022 | $797 | -99.9% | 16,089 | -5.3% | 0.02% | -4.5% |
| Q3 2022 | $839,000 | +22.3% | 16,984 | +22.5% | 0.02% | 0.0% |
| Q2 2022 | $686,000 | -41.0% | 13,866 | -41.0% | 0.02% | +57.1% |
| Q1 2022 | $1,162,000 | +14425.0% | 23,513 | +18710.4% | 0.01% | – |
| Q4 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +100.0% | 125 | +66.7% | 0.00% | – |
| Q4 2020 | $4,000 | – | 75 | – | 0.00% | – |
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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% |
| 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% |