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 ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |