AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 231 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 6.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,058 | -0.7% | 6,829 | -1.2% | 0.17% | -1.2% |
| Q2 2023 | $397,912 | -2.8% | 6,913 | -1.2% | 0.17% | -12.3% |
| Q1 2023 | $409,360 | +5.6% | 7,000 | -0.0% | 0.20% | -1.0% |
| Q4 2022 | $387,622 | -6.1% | 7,003 | -19.5% | 0.20% | -14.3% |
| Q3 2022 | $413,000 | -49.9% | 8,703 | -44.3% | 0.23% | -46.0% |
| Q2 2022 | $824,000 | +133.4% | 15,615 | +176.8% | 0.43% | +158.2% |
| Q1 2022 | $353,000 | – | 5,641 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |