AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 192 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,929,701 | +0.0% | 405,620 | +1.9% | 12.35% | +2.8% |
| Q2 2023 | $22,923,157 | +2.3% | 398,248 | +3.9% | 12.01% | -4.8% |
| Q1 2023 | $22,411,803 | +11.0% | 383,239 | +5.1% | 12.61% | -0.7% |
| Q4 2022 | $20,182,977 | +36.9% | 364,643 | +17.4% | 12.70% | +16.9% |
| Q3 2022 | $14,748,000 | -13.4% | 310,480 | -3.9% | 10.86% | -11.3% |
| Q2 2022 | $17,038,000 | – | 322,930 | – | 12.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |