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 | $971,367 | +3.6% | 16,791 | +3.1% | 0.32% | +4.2% |
| Q2 2023 | $937,833 | -0.6% | 16,293 | +1.0% | 0.31% | -9.9% |
| Q1 2023 | $943,829 | +8.5% | 16,139 | +2.7% | 0.34% | -4.7% |
| Q4 2022 | $870,176 | +33.7% | 15,721 | +14.7% | 0.36% | +10.7% |
| Q3 2022 | $651,000 | +21.0% | 13,706 | +34.4% | 0.33% | +29.9% |
| Q2 2022 | $538,000 | -47.5% | 10,198 | -37.7% | 0.25% | -48.5% |
| Q1 2022 | $1,025,000 | +237.2% | 16,372 | +248.0% | 0.49% | +189.9% |
| Q4 2021 | $304,000 | – | 4,705 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |