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 | $584,521 | +29.0% | 10,104 | +28.4% | 0.33% | +29.2% |
| Q2 2023 | $452,944 | +0.5% | 7,869 | +2.1% | 0.25% | -6.6% |
| Q1 2023 | $450,899 | +4.1% | 7,710 | -1.5% | 0.27% | -4.6% |
| Q4 2022 | $433,000 | +14.6% | 7,829 | -1.7% | 0.28% | +1.8% |
| Q3 2022 | $378,000 | -1.0% | 7,965 | +10.1% | 0.28% | -0.7% |
| Q2 2022 | $382,000 | +57.2% | 7,232 | +86.5% | 0.28% | +50.3% |
| Q1 2022 | $243,000 | +91.3% | 3,877 | +96.8% | 0.19% | +92.8% |
| Q4 2021 | $127,000 | – | 1,970 | – | 0.10% | – |
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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% |
| 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% |