AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,356,055 | +8.8% | 40,727 | +8.2% | 0.25% | +4.6% |
| Q2 2023 | $2,165,925 | -2.8% | 37,629 | -1.2% | 0.24% | -13.7% |
| Q1 2023 | $2,227,342 | +4.4% | 38,076 | -1.2% | 0.28% | -14.2% |
| Q4 2022 | $2,133,624 | +112.1% | 38,548 | +82.2% | 0.32% | +40.4% |
| Q3 2022 | $1,006,000 | -11.4% | 21,157 | -1.6% | 0.23% | -21.5% |
| Q2 2022 | $1,135,000 | -3.7% | 21,511 | +14.3% | 0.29% | -2.0% |
| Q1 2022 | $1,179,000 | +245.7% | 18,816 | +256.2% | 0.30% | +214.7% |
| Q4 2021 | $341,000 | – | 5,283 | – | 0.10% | – |
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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% |