AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 87 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,705 | -17.9% | 3,853 | -13.8% | 0.09% | -12.2% |
| Q2 2023 | $266,436 | +2.0% | 4,471 | +2.2% | 0.10% | -5.8% |
| Q1 2023 | $261,213 | -6.5% | 4,376 | -8.0% | 0.10% | -29.3% |
| Q4 2022 | $279,458 | +16.4% | 4,759 | +0.8% | 0.15% | +8.9% |
| Q3 2022 | $240,000 | -2.0% | 4,721 | +6.6% | 0.14% | +3.8% |
| Q2 2022 | $245,000 | +9.4% | 4,427 | +16.7% | 0.13% | +4.0% |
| Q1 2022 | $224,000 | -3.9% | 3,792 | +3.7% | 0.12% | -42.9% |
| Q4 2021 | $233,000 | +9.4% | 3,658 | +15.6% | 0.22% | +12.3% |
| Q3 2021 | $213,000 | -31.7% | 3,164 | -34.2% | 0.20% | +186.8% |
| Q2 2021 | $312,000 | +22.8% | 4,808 | +24.3% | 0.07% | -9.3% |
| Q1 2021 | $254,000 | – | 3,868 | – | 0.08% | – |
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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% |