AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
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 | 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% |