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 | $9,238,790 | +156.6% | 159,694 | +155.3% | 0.01% | +133.3% |
| Q2 2023 | $3,601,118 | +170.8% | 62,550 | +175.2% | 0.01% | +100.0% |
| Q1 2023 | $1,329,712 | +38.9% | 22,729 | +31.6% | 0.00% | +50.0% |
| Q4 2022 | $957,000 | +48.8% | 17,270 | +27.5% | 0.00% | +100.0% |
| Q3 2022 | $643,000 | +12.4% | 13,546 | +24.8% | 0.00% | 0.0% |
| Q2 2022 | $572,000 | +8.1% | 10,856 | +28.4% | 0.00% | 0.0% |
| Q1 2022 | $529,000 | -40.9% | 8,453 | -39.0% | 0.00% | -50.0% |
| Q4 2021 | $895,000 | +14.0% | 13,852 | +14.0% | 0.00% | 0.0% |
| Q3 2021 | $785,000 | +30.2% | 12,151 | +30.7% | 0.00% | +100.0% |
| Q2 2021 | $603,000 | +14.2% | 9,296 | +9.6% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | +3420.0% | 8,485 | +3176.1% | 0.00% | – |
| Q4 2020 | $15,000 | – | 259 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |