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 | $6,143,954 | +2.2% | 106,205 | +1.7% | 2.10% | +1.8% |
| Q2 2023 | $6,013,058 | -0.5% | 104,466 | +1.1% | 2.06% | -1.0% |
| Q1 2023 | $6,045,289 | +9.6% | 103,374 | +3.8% | 2.08% | -1.4% |
| Q4 2022 | $5,514,499 | +20.5% | 99,630 | +3.8% | 2.11% | +0.1% |
| Q3 2022 | $4,576,000 | +824.4% | 95,988 | +2.3% | 2.11% | +1426.1% |
| Q2 2022 | $495,000 | -91.4% | 93,861 | +1.0% | 0.14% | -94.9% |
| Q1 2022 | $5,723,000 | -1.1% | 92,899 | +3.7% | 2.73% | +14.9% |
| Q4 2021 | $5,784,000 | – | 89,607 | – | 2.38% | – |
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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% |