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 | $3,342,489 | -5.0% | 59,128 | +0.5% | 0.34% | -10.8% |
| Q2 2023 | $3,520,049 | +6.2% | 58,805 | +3.7% | 0.38% | -13.3% |
| Q1 2023 | $3,313,623 | +21.4% | 56,711 | +17.7% | 0.44% | +6.8% |
| Q4 2022 | $2,729,793 | +182.0% | 48,170 | +136.4% | 0.41% | +109.7% |
| Q3 2022 | $968,000 | +11.6% | 20,378 | +24.0% | 0.20% | +4.3% |
| Q2 2022 | $867,000 | – | 16,436 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |