AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 231 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |