AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 192 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,832,497 | +12.8% | 135,393 | +12.3% | 2.82% | +12.0% |
| Q2 2023 | $6,942,094 | +5.2% | 120,606 | +6.9% | 2.52% | -0.1% |
| Q1 2023 | $6,600,743 | +18.2% | 112,872 | +11.9% | 2.52% | +5.5% |
| Q4 2022 | $5,582,535 | +52.6% | 100,859 | +31.0% | 2.39% | +47.8% |
| Q3 2022 | $3,658,000 | +3.4% | 77,018 | +14.8% | 1.62% | +5.3% |
| Q2 2022 | $3,539,000 | -1.6% | 67,080 | +16.7% | 1.54% | -12.9% |
| Q1 2022 | $3,596,000 | +29.1% | 57,458 | +33.1% | 1.76% | +36.1% |
| Q4 2021 | $2,786,000 | +41.9% | 43,164 | +42.0% | 1.30% | +32.8% |
| Q3 2021 | $1,964,000 | +32.3% | 30,400 | +32.6% | 0.98% | +24.0% |
| Q2 2021 | $1,485,000 | +49.8% | 22,934 | +43.9% | 0.79% | +26.6% |
| Q1 2021 | $991,000 | +123.7% | 15,937 | +105.4% | 0.62% | +102.9% |
| Q4 2020 | $443,000 | – | 7,758 | – | 0.31% | – |
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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% |