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 | $5,932,017 | +5.9% | 102,541 | +5.4% | 0.77% | +2.7% |
| Q2 2023 | $5,602,308 | +16.5% | 97,330 | +18.3% | 0.75% | +4.6% |
| Q1 2023 | $4,810,782 | +6.2% | 82,264 | +0.5% | 0.71% | +3.0% |
| Q4 2022 | $4,529,644 | +40.7% | 81,836 | +20.7% | 0.69% | +11.3% |
| Q3 2022 | $3,219,000 | -1.7% | 67,775 | +9.2% | 0.62% | +0.5% |
| Q2 2022 | $3,275,000 | -5.1% | 62,079 | +12.6% | 0.62% | -0.3% |
| Q1 2022 | $3,450,000 | – | 55,123 | – | 0.62% | – |
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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% |