AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 237 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 6.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,074,429 | +4.7% | 139,714 | +6.2% | 2.56% | -2.8% |
| Q1 2024 | $8,666,686 | +17.4% | 131,593 | +11.4% | 2.64% | +2.1% |
| Q4 2023 | $7,383,291 | +22.8% | 118,152 | +13.7% | 2.58% | +1.1% |
| Q3 2023 | $6,012,811 | +7.2% | 103,938 | +6.7% | 2.55% | +8.7% |
| Q2 2023 | $5,609,527 | +9.0% | 97,455 | +10.7% | 2.35% | +0.0% |
| Q1 2023 | $5,148,550 | +11.1% | 88,039 | +5.2% | 2.34% | +6.0% |
| Q4 2022 | $4,633,272 | +39.1% | 83,709 | +19.4% | 2.21% | +20.0% |
| Q3 2022 | $3,330,000 | -15.7% | 70,099 | -6.3% | 1.84% | -18.1% |
| Q2 2022 | $3,948,000 | -12.3% | 74,825 | +4.0% | 2.25% | -0.6% |
| Q1 2022 | $4,502,000 | +5.8% | 71,943 | +9.2% | 2.26% | +7.0% |
| Q4 2021 | $4,254,000 | +7.8% | 65,900 | +7.9% | 2.12% | -0.8% |
| Q3 2021 | $3,948,000 | – | 61,100 | – | 2.13% | – |
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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% |
| Mason Investment Advisory Services, Inc. | 2,229,566 | $128,980,392 | 11.86% |
| 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% |