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 | $896,332 | -1.9% | 15,494 | -2.4% | 0.29% | +3.9% |
| Q2 2023 | $913,399 | +15.2% | 15,869 | +17.0% | 0.28% | +17.5% |
| Q1 2023 | $793,179 | +13.3% | 13,563 | +10.4% | 0.24% | +37.9% |
| Q4 2022 | $700,335 | +35.2% | 12,284 | +15.4% | 0.17% | +24.3% |
| Q3 2022 | $518,000 | -0.2% | 10,642 | +8.2% | 0.14% | +3.7% |
| Q2 2022 | $519,000 | -1.9% | 9,834 | +6.2% | 0.14% | -2.2% |
| Q1 2022 | $529,000 | – | 9,256 | – | 0.14% | – |
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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% |