AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,662 | -85.0% | 6,027 | -85.1% | 0.13% | -83.8% |
| Q2 2023 | $2,322,258 | +14.5% | 40,345 | +16.3% | 0.80% | +16.6% |
| Q1 2023 | $2,029,022 | +242.7% | 34,696 | +178.2% | 0.69% | +209.9% |
| Q3 2022 | $592,000 | -7.5% | 12,470 | +2.8% | 0.22% | -18.4% |
| Q2 2022 | $640,000 | -78.9% | 12,136 | -75.0% | 0.27% | -71.9% |
| Q1 2022 | $3,034,000 | -0.6% | 48,494 | +2.5% | 0.97% | -3.7% |
| Q4 2021 | $3,053,000 | -36.8% | 47,297 | -36.8% | 1.00% | -46.0% |
| Q3 2021 | $4,831,000 | +7.8% | 74,786 | +8.0% | 1.86% | -6.7% |
| Q2 2021 | $4,483,000 | – | 69,263 | – | 1.99% | – |
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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% |