AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,184,139 | +5.8% | 33,628 | +7.3% | 0.83% | +5.2% |
| Q1 2024 | $2,064,054 | +8.2% | 31,340 | +2.7% | 0.79% | -4.2% |
| Q4 2023 | $1,907,382 | +18.1% | 30,523 | +9.4% | 0.82% | +0.2% |
| Q3 2023 | $1,614,536 | +2.0% | 27,909 | +1.5% | 0.82% | +5.1% |
| Q2 2023 | $1,583,476 | -1.3% | 27,510 | +0.2% | 0.78% | -9.4% |
| Q1 2023 | $1,604,867 | +7.2% | 27,443 | +1.5% | 0.86% | +0.3% |
| Q4 2022 | $1,497,107 | +15.3% | 27,048 | -1.1% | 0.86% | +2.6% |
| Q3 2022 | $1,299,000 | +45.1% | 27,343 | +61.2% | 0.84% | +52.4% |
| Q2 2022 | $895,000 | +146.6% | 16,961 | +192.7% | 0.55% | +165.7% |
| Q1 2022 | $363,000 | +19.0% | 5,794 | +16.3% | 0.21% | +11.9% |
| Q4 2021 | $305,000 | – | 4,980 | – | 0.18% | – |
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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% |