AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. 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 | 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% |