AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 87 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,461,623 | -5.3% | 1,771,160 | -5.8% | 12.05% | +0.3% |
| Q2 2023 | $108,231,977 | -3.6% | 1,880,333 | -2.0% | 12.01% | -3.6% |
| Q1 2023 | $112,233,492 | +27.2% | 1,919,177 | +20.4% | 12.46% | +8.6% |
| Q4 2022 | $88,237,914 | +32.1% | 1,594,173 | +13.3% | 11.48% | -7.2% |
| Q3 2022 | $66,821,000 | +27.3% | 1,406,739 | +41.4% | 12.37% | -8.6% |
| Q2 2022 | $52,487,000 | -11.7% | 994,829 | +4.7% | 13.53% | -5.6% |
| Q1 2022 | $59,440,000 | -2.6% | 949,817 | +0.5% | 14.33% | -2.7% |
| Q4 2021 | $61,012,000 | +25.6% | 945,208 | +25.7% | 14.74% | +21.6% |
| Q3 2021 | $48,580,000 | -39.9% | 751,886 | -39.8% | 12.12% | -19.5% |
| Q2 2021 | $80,793,000 | +6.3% | 1,248,167 | +2.2% | 15.05% | +3.1% |
| Q1 2021 | $75,981,000 | +8.1% | 1,221,560 | -0.7% | 14.60% | -7.9% |
| Q4 2020 | $70,277,000 | +27.1% | 1,230,553 | +5.2% | 15.86% | -0.8% |
| Q3 2020 | $55,302,000 | +32.2% | 1,169,912 | +24.3% | 15.98% | +14.2% |
| Q2 2020 | $41,817,000 | – | 940,985 | – | 14.00% | – |
Download | ||||||
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% |