AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,120,311 | +0.4% | 71,224 | -0.1% | 0.66% | +1.1% |
| Q2 2023 | $4,102,764 | -0.1% | 71,278 | +1.5% | 0.65% | -6.3% |
| Q1 2023 | $4,105,332 | +1.9% | 70,201 | -3.6% | 0.70% | -4.1% |
| Q4 2022 | $4,029,735 | +14.7% | 72,805 | -1.6% | 0.73% | +17.3% |
| Q3 2022 | $3,514,000 | -8.1% | 73,972 | +2.1% | 0.62% | -10.8% |
| Q2 2022 | $3,822,000 | -12.8% | 72,434 | -2.0% | 0.70% | -16.5% |
| Q1 2022 | $4,382,000 | -5.1% | 73,897 | +3.3% | 0.83% | -19.9% |
| Q4 2021 | $4,617,000 | +1.5% | 71,523 | +1.5% | 1.04% | -14.8% |
| Q3 2021 | $4,551,000 | +1.0% | 70,436 | +1.2% | 1.22% | -13.0% |
| Q2 2021 | $4,506,000 | -5.9% | 69,605 | -5.6% | 1.40% | -29.8% |
| Q1 2021 | $4,791,000 | +12.0% | 73,701 | -1.6% | 2.00% | +2.6% |
| Q4 2020 | $4,276,000 | +32.1% | 74,877 | +9.9% | 1.95% | +9.8% |
| Q3 2020 | $3,238,000 | +6.0% | 68,116 | -0.9% | 1.77% | -7.5% |
| Q2 2020 | $3,054,000 | – | 68,761 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |