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 | $1,599,855 | +8.2% | 27,655 | +7.7% | 0.46% | +9.7% |
| Q2 2023 | $1,477,982 | +3.3% | 25,677 | +4.9% | 0.42% | -3.0% |
| Q1 2023 | $1,431,430 | +9.2% | 24,477 | +3.4% | 0.43% | +2.1% |
| Q4 2022 | $1,310,646 | +40.6% | 23,679 | +20.7% | 0.42% | +24.3% |
| Q3 2022 | $932,000 | +3.0% | 19,614 | +14.3% | 0.34% | +4.0% |
| Q2 2022 | $905,000 | +54.7% | 17,154 | +83.6% | 0.33% | +73.2% |
| Q1 2022 | $585,000 | +42.7% | 9,344 | +47.2% | 0.19% | +49.6% |
| Q4 2021 | $410,000 | +1008.1% | 6,347 | +1015.5% | 0.13% | +958.3% |
| Q3 2021 | $37,000 | +48.0% | 569 | +47.8% | 0.01% | +50.0% |
| Q2 2021 | $25,000 | – | 385 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |