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 | $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 ↓ |
|---|---|---|---|
| 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% |