AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 168 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,638 | -13.1% | 5,750 | -13.5% | 0.09% | -13.1% |
| Q2 2023 | $382,774 | -1.6% | 6,650 | 0.0% | 0.11% | -5.3% |
| Q1 2023 | $388,892 | +5.7% | 6,650 | 0.0% | 0.11% | -3.4% |
| Q4 2022 | $368,078 | +47.8% | 6,650 | +26.7% | 0.12% | +17.0% |
| Q3 2022 | $249,000 | -15.0% | 5,250 | -5.4% | 0.10% | -10.7% |
| Q2 2022 | $293,000 | -46.3% | 5,550 | -36.3% | 0.11% | -32.5% |
| Q1 2022 | $546,000 | -3.0% | 8,718 | 0.0% | 0.17% | +5.1% |
| Q4 2021 | $563,000 | +0.7% | 8,718 | +0.8% | 0.16% | -7.1% |
| Q3 2021 | $559,000 | -27.4% | 8,648 | -27.3% | 0.17% | -25.1% |
| Q2 2021 | $770,000 | +6.4% | 11,891 | +2.1% | 0.23% | -4.6% |
| Q1 2021 | $724,000 | +54.0% | 11,641 | +41.4% | 0.24% | +28.0% |
| Q4 2020 | $470,000 | +20.8% | 8,233 | 0.0% | 0.19% | -1.1% |
| Q3 2020 | $389,000 | – | 8,233 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |