AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 8 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $462,800 | +0.5% | 8,000 | 0.0% | 0.40% | -7.0% |
Q2 2023 | $460,480 | -50.8% | 8,000 | -50.0% | 0.43% | -6.6% |
Q1 2023 | $935,680 | +111.3% | 16,000 | +100.0% | 0.46% | +19.6% |
Q4 2022 | $442,800 | +16.5% | 8,000 | 0.0% | 0.38% | +41.3% |
Q3 2022 | $380,000 | -10.0% | 8,000 | 0.0% | 0.27% | +11.1% |
Q2 2022 | $422,000 | -62.5% | 8,000 | -55.6% | 0.24% | -63.1% |
Q1 2022 | $1,126,000 | -3.1% | 18,000 | 0.0% | 0.66% | -11.4% |
Q4 2021 | $1,162,000 | – | 18,000 | – | 0.75% | – |
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% |