AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,261,804 | +0.0% | 56,383 | -0.5% | 1.10% | +2.8% |
| Q2 2023 | $3,261,339 | +3.0% | 56,659 | +4.7% | 1.08% | -6.2% |
| Q1 2023 | $3,164,860 | +8.0% | 54,118 | +2.2% | 1.15% | -0.3% |
| Q4 2022 | $2,930,820 | +24.6% | 52,951 | +6.9% | 1.15% | +10.3% |
| Q3 2022 | $2,353,000 | -7.9% | 49,546 | +2.3% | 1.04% | +1.7% |
| Q2 2022 | $2,555,000 | +5.2% | 48,420 | +24.8% | 1.03% | +25.1% |
| Q1 2022 | $2,428,000 | +26.8% | 38,795 | +30.8% | 0.82% | +26.5% |
| Q4 2021 | $1,915,000 | +14.1% | 29,661 | +14.2% | 0.65% | +5.5% |
| Q3 2021 | $1,679,000 | +12.5% | 25,982 | +12.7% | 0.61% | +13.3% |
| Q2 2021 | $1,492,000 | +62.9% | 23,055 | +56.6% | 0.54% | +43.4% |
| Q1 2021 | $916,000 | – | 14,725 | – | 0.38% | – |
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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% |