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 | $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 ↓ |
|---|---|---|---|
| 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% |