AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 305 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,192,612 | -10.0% | 18,362 | -8.7% | 0.24% | -15.5% |
| Q1 2024 | $1,324,577 | +2.8% | 20,112 | -2.5% | 0.28% | -3.4% |
| Q4 2023 | $1,288,796 | -24.4% | 20,624 | -30.0% | 0.29% | -38.1% |
| Q3 2023 | $1,704,553 | -10.9% | 29,465 | -11.4% | 0.48% | -6.1% |
| Q2 2023 | $1,913,696 | -0.6% | 33,247 | +1.0% | 0.51% | -5.2% |
| Q1 2023 | $1,924,460 | +3.7% | 32,908 | -1.9% | 0.53% | -2.4% |
| Q4 2022 | $1,856,162 | +20.3% | 33,535 | +3.2% | 0.55% | +6.6% |
| Q3 2022 | $1,543,000 | +97.8% | 32,480 | +119.8% | 0.51% | +101.2% |
| Q2 2022 | $780,000 | -48.8% | 14,779 | -39.3% | 0.26% | -46.8% |
| Q1 2022 | $1,524,000 | +93.6% | 24,347 | +99.8% | 0.48% | +90.1% |
| Q4 2021 | $787,000 | +323.1% | 12,185 | +324.4% | 0.25% | +281.8% |
| Q3 2021 | $186,000 | +52.5% | 2,871 | +52.6% | 0.07% | +50.0% |
| Q2 2021 | $122,000 | – | 1,882 | – | 0.04% | – |
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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% |
| Mason Investment Advisory Services, Inc. | 2,229,566 | $128,980,392 | 11.86% |
| 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% |