AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 168 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,053,472 | +6.8% | 87,367 | +6.3% | 2.70% | +6.2% |
| Q2 2023 | $4,732,315 | +3.5% | 82,215 | +5.2% | 2.54% | -5.1% |
| Q1 2023 | $4,572,177 | +11.5% | 78,184 | +5.5% | 2.68% | +2.7% |
| Q4 2022 | $4,100,914 | +23.7% | 74,091 | +6.1% | 2.61% | +12.9% |
| Q3 2022 | $3,316,000 | -3.7% | 69,810 | +6.9% | 2.31% | -5.3% |
| Q2 2022 | $3,444,000 | -9.0% | 65,283 | +8.0% | 2.44% | -8.5% |
| Q1 2022 | $3,784,000 | +6.3% | 60,461 | +9.6% | 2.67% | +2.7% |
| Q4 2021 | $3,561,000 | – | 55,166 | – | 2.60% | – |
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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% |