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 | $7,676,806 | +7.1% | 132,702 | +6.5% | 3.21% | +8.4% |
| Q2 2023 | $7,171,108 | +4.5% | 124,585 | +6.2% | 2.96% | -1.0% |
| Q1 2023 | $6,859,947 | +9.3% | 117,304 | +9.1% | 2.99% | -3.6% |
| Q4 2022 | $6,276,581 | +22.9% | 107,518 | 0.0% | 3.10% | +16.3% |
| Q3 2022 | $5,107,000 | -7.8% | 107,518 | +41.0% | 2.67% | -5.8% |
| Q2 2022 | $5,539,000 | -3.4% | 76,238 | 0.0% | 2.83% | +0.9% |
| Q1 2022 | $5,731,000 | +16.5% | 76,238 | 0.0% | 2.81% | +12.5% |
| Q4 2021 | $4,921,000 | +14.4% | 76,238 | +14.5% | 2.49% | +6.3% |
| Q3 2021 | $4,303,000 | -2.4% | 66,603 | -2.3% | 2.35% | -14.2% |
| Q2 2021 | $4,411,000 | +17.3% | 68,150 | +12.7% | 2.74% | +2.4% |
| Q1 2021 | $3,762,000 | +17.0% | 60,483 | +7.4% | 2.67% | -1.9% |
| Q4 2020 | $3,215,000 | – | 56,292 | – | 2.72% | – |
Download | ||||||
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% |