AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 192 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,772,090 | -0.4% | 47,918 | -0.9% | 2.35% | +14.9% |
| Q2 2023 | $2,782,715 | +10.4% | 48,345 | +39.4% | 2.05% | -1.9% |
| Q1 2023 | $2,520,157 | +18.5% | 34,676 | -9.7% | 2.09% | +15.4% |
| Q4 2022 | $2,126,148 | +19.7% | 38,411 | +2.8% | 1.81% | +13.1% |
| Q3 2022 | $1,776,000 | -4.9% | 37,372 | +5.3% | 1.60% | -1.2% |
| Q2 2022 | $1,868,000 | -13.0% | 35,484 | +3.6% | 1.62% | +2.6% |
| Q1 2022 | $2,147,000 | +23.0% | 34,267 | +26.8% | 1.58% | +16.0% |
| Q4 2021 | $1,745,000 | – | 27,021 | – | 1.36% | – |
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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% |