AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,127,921 | +4.5% | 196,658 | -2.0% | 0.68% | -17.7% |
| Q3 2023 | $11,611,077 | +5.6% | 200,710 | +5.1% | 0.82% | +4.9% |
| Q2 2023 | $10,995,453 | +47.7% | 191,026 | +42.0% | 0.78% | +15.3% |
| Q4 2022 | $7,445,524 | +51.0% | 134,517 | +29.6% | 0.68% | +18.3% |
| Q3 2022 | $4,931,000 | +29.2% | 103,820 | +43.4% | 0.57% | +25.9% |
| Q2 2022 | $3,818,000 | +63.0% | 72,374 | +93.3% | 0.46% | +38.2% |
| Q1 2022 | $2,343,000 | +1.2% | 37,441 | +4.4% | 0.33% | +11.9% |
| Q4 2021 | $2,315,000 | -2.2% | 35,864 | -2.1% | 0.30% | +51.3% |
| Q3 2021 | $2,367,000 | +1.9% | 36,630 | +2.1% | 0.20% | -12.9% |
| Q2 2021 | $2,322,000 | – | 35,877 | – | 0.22% | – |
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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% |