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 | $532,220 | +0.5% | 9,200 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $529,552 | -1.6% | 9,200 | 0.0% | 0.23% | -6.5% |
| Q1 2023 | $538,016 | +5.7% | 9,200 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $509,220 | +16.5% | 9,200 | 0.0% | 0.25% | +7.4% |
| Q3 2022 | $437,000 | -24.9% | 9,200 | -16.6% | 0.23% | -19.0% |
| Q2 2022 | $582,000 | -16.5% | 11,037 | 0.0% | 0.28% | -20.4% |
| Q1 2022 | $697,000 | -84.6% | 11,037 | -84.3% | 0.36% | -65.2% |
| Q4 2021 | $4,529,000 | -2.6% | 70,163 | -2.6% | 1.02% | -5.0% |
| Q3 2021 | $4,652,000 | +3.8% | 72,000 | 0.0% | 1.08% | +0.8% |
| Q2 2021 | $4,480,000 | +41.2% | 72,000 | +41.2% | 1.07% | +24.7% |
| Q1 2021 | $3,172,000 | +8.2% | 51,000 | +2.0% | 0.86% | +0.4% |
| Q4 2020 | $2,932,000 | – | 50,000 | – | 0.86% | – |
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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% |