AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
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 | 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% |