AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,651,328 | +26.5% | 28,545 | +25.8% | 0.05% | +18.6% |
| Q2 2023 | $1,305,828 | +24.2% | 22,686 | +26.2% | 0.04% | +13.2% |
| Q1 2023 | $1,051,668 | -11.4% | 17,983 | -16.1% | 0.04% | -19.1% |
| Q4 2022 | $1,186,849 | +14.2% | 21,443 | -1.9% | 0.05% | +4.4% |
| Q3 2022 | $1,039,000 | +56.7% | 21,865 | +67.6% | 0.04% | +60.7% |
| Q2 2022 | $663,000 | +7.8% | 13,048 | +31.8% | 0.03% | +16.7% |
| Q1 2022 | $615,000 | +8.3% | 9,903 | +15.5% | 0.02% | +14.3% |
| Q4 2021 | $568,000 | +11.8% | 8,576 | +9.0% | 0.02% | -4.5% |
| Q3 2021 | $508,000 | +8.1% | 7,868 | +9.3% | 0.02% | -4.3% |
| Q2 2021 | $470,000 | +7.3% | 7,198 | +4.9% | 0.02% | -8.0% |
| Q1 2021 | $438,000 | – | 6,863 | – | 0.02% | – |
Download | ||||||
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% |