Prosperity Planning, Inc. - AMERICAN CENTY ETF TR ownership

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AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 169 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$10,043,332
-0.7%
154,632
+0.7%
3.43%
-2.0%
Q1 2024$10,116,195
+13.7%
153,602
+7.8%
3.50%
+5.1%
Q4 2023$8,900,670
+15.9%
142,434
+7.3%
3.33%
+3.9%
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%
107,5180.0%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%
76,2380.0%2.83%
+0.9%
Q1 2022$5,731,000
+16.5%
76,2380.0%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%–
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Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 441,760$29,231,26211.65%
Unison Advisors LLC 1,211,723$78,701,4409.88%
Meredith Wealth Planning 280,545$18,221,3969.55%
Mason Investment Advisory Services, Inc. 2,352,747$152,810,9389.46%
QUARRY HILL ADVISORS, LLC 215,520$13,998,0199.36%
Accredited Investors Inc. 2,121,015$137,759,9608.59%
Peirce Capital Management, LLC 218,941$14,220,2507.53%
Valued Wealth Advisors LLC 144,354$9,375,7986.44%
Brickley Wealth Management 445,154$28,912,7376.33%
Allegiance Financial Group Advisory Services LLC 228,366$14,832,3965.68%
View complete list of AMERICAN CENTY ETF TR shareholders