AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,222,775 | +0.6% | 21,137 | +0.1% | 0.51% | +4.9% |
| Q2 2023 | $1,215,092 | -3.5% | 21,110 | -1.9% | 0.49% | -9.0% |
| Q1 2023 | $1,258,724 | -0.8% | 21,524 | -6.1% | 0.54% | -7.3% |
| Q4 2022 | $1,269,009 | +18.8% | 22,927 | +2.0% | 0.58% | +13.1% |
| Q3 2022 | $1,068,000 | -17.2% | 22,483 | -8.0% | 0.51% | -17.6% |
| Q2 2022 | $1,290,000 | -9.9% | 24,444 | +6.9% | 0.62% | +2.1% |
| Q1 2022 | $1,431,000 | +6.3% | 22,868 | +9.6% | 0.61% | +8.2% |
| Q4 2021 | $1,346,000 | +20.4% | 20,858 | +20.6% | 0.56% | +9.2% |
| Q3 2021 | $1,118,000 | +19.1% | 17,300 | +19.3% | 0.51% | +16.6% |
| Q2 2021 | $939,000 | +26.9% | 14,502 | +21.9% | 0.44% | +12.2% |
| Q1 2021 | $740,000 | +145.8% | 11,894 | +125.7% | 0.39% | +127.9% |
| Q4 2020 | $301,000 | – | 5,270 | – | 0.17% | – |
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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% |