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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,805 | +6.4% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $3,576 | -2.9% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,684 | -0.9% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,718 | -16.2% | 64 | -20.0% | 0.00% | -33.3% |
| Q4 2022 | $4,435 | +10.9% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Plancorp, LLC | 134,716 | $4,931,000 | 1.91% |
| MANAGED ACCOUNT SERVICES INC | 105,791 | $3,694,000 | 1.79% |
| Versant Capital Management, Inc | 36,962 | $1,352,000 | 0.71% |
| CPWM, LLC | 65,198 | $2,386,000 | 0.35% |
| Global Trust Asset Management, LLC | 9,519 | $349,000 | 0.27% |
| Moisand Fitzgerald Tamayo, LLC | 5,521 | $202,000 | 0.13% |
| Merriman Wealth Management, LLC | 8,037 | $294,000 | 0.06% |
| Truepoint, Inc. | 16,146 | $590,944,000 | 0.05% |
| Tortoise Investment Management, LLC | 3,275 | $120,000 | 0.04% |
| SG Americas Securities, LLC | 68,692 | $2,514,000 | 0.02% |