AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
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% | – |
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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% |