AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 73 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,295,788 | +8.9% | 52,741 | +0.8% | 0.98% | +2.2% |
| Q3 2023 | $3,026,909 | +1.6% | 52,323 | +1.1% | 0.96% | +0.9% |
| Q2 2023 | $2,979,444 | -3.9% | 51,762 | -2.3% | 0.95% | -8.5% |
| Q1 2023 | $3,098,909 | +6.0% | 52,991 | +0.3% | 1.04% | -1.6% |
| Q4 2022 | $2,924,579 | +18.9% | 52,838 | +2.1% | 1.06% | +9.9% |
| Q3 2022 | $2,459,000 | -0.2% | 51,763 | +10.8% | 0.96% | +6.8% |
| Q2 2022 | $2,465,000 | -15.5% | 46,712 | +0.2% | 0.90% | -3.0% |
| Q1 2022 | $2,918,000 | -2.8% | 46,626 | +0.2% | 0.93% | -4.9% |
| Q4 2021 | $3,002,000 | +0.6% | 46,512 | +0.7% | 0.98% | -7.2% |
| Q3 2021 | $2,985,000 | -1.1% | 46,201 | -0.9% | 1.06% | -5.6% |
| Q2 2021 | $3,017,000 | +19.0% | 46,615 | +14.4% | 1.12% | +20.9% |
| Q1 2021 | $2,535,000 | +4.7% | 40,755 | -3.9% | 0.92% | -3.2% |
| Q4 2020 | $2,422,000 | +6.5% | 42,409 | -11.9% | 0.96% | -5.9% |
| Q3 2020 | $2,275,000 | +3.6% | 48,128 | -2.7% | 1.02% | +0.7% |
| Q2 2020 | $2,197,000 | +62.5% | 49,455 | +33.8% | 1.01% | +41.6% |
| Q1 2020 | $1,352,000 | – | 36,962 | – | 0.71% | – |
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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% |