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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |