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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,915 | -8.6% | 190,512 | -15.4% | 0.64% | -8.8% |
| Q3 2023 | $13,032 | +0.5% | 225,267 | 0.0% | 0.71% | +2.8% |
| Q2 2023 | $12,966 | -1.6% | 225,267 | 0.0% | 0.69% | -5.5% |
| Q1 2023 | $13,174 | +5.7% | 225,267 | 0.0% | 0.73% | -1.5% |
| Q4 2022 | $12,469 | -99.9% | 225,267 | 0.0% | 0.74% | +2.4% |
| Q3 2022 | $10,700,000 | -10.0% | 225,267 | 0.0% | 0.72% | -9.8% |
| Q2 2022 | $11,885,000 | -14.1% | 225,267 | +1.9% | 0.80% | -8.2% |
| Q1 2022 | $13,832,000 | -3.0% | 221,025 | 0.0% | 0.87% | -4.2% |
| Q4 2021 | $14,267,000 | -0.1% | 221,025 | 0.0% | 0.91% | -3.4% |
| Q3 2021 | $14,280,000 | -0.2% | 221,025 | 0.0% | 0.94% | -1.3% |
| Q2 2021 | $14,307,000 | +4.1% | 221,025 | 0.0% | 0.95% | -3.5% |
| Q1 2021 | $13,748,000 | +4.2% | 221,025 | -4.4% | 0.99% | -3.6% |
| Q4 2020 | $13,197,000 | +8.4% | 231,086 | -10.3% | 1.02% | -1.3% |
| Q3 2020 | $12,176,000 | +6.4% | 257,583 | 0.0% | 1.04% | -27.5% |
| Q2 2020 | $11,447,000 | – | 257,583 | – | 1.43% | – |
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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% |