AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 317 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,459,835 | +2.8% | 114,855 | +4.2% | 2.28% | +8.7% |
| Q1 2024 | $7,257,993 | +5.8% | 110,203 | +0.4% | 2.10% | -1.7% |
| Q4 2023 | $6,859,799 | +11.7% | 109,774 | +3.4% | 2.14% | +2.1% |
| 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 ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 441,760 | $29,231,262 | 11.65% |
| Unison Advisors LLC | 1,211,723 | $78,701,440 | 9.88% |
| Meredith Wealth Planning | 280,545 | $18,221,396 | 9.55% |
| Mason Investment Advisory Services, Inc. | 2,352,747 | $152,810,938 | 9.46% |
| QUARRY HILL ADVISORS, LLC | 215,520 | $13,998,019 | 9.36% |
| Accredited Investors Inc. | 2,121,015 | $137,759,960 | 8.59% |
| Peirce Capital Management, LLC | 218,941 | $14,220,250 | 7.53% |
| Valued Wealth Advisors LLC | 144,354 | $9,375,798 | 6.44% |
| Brickley Wealth Management | 445,154 | $28,912,737 | 6.33% |
| Allegiance Financial Group Advisory Services LLC | 228,366 | $14,832,396 | 5.68% |