AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 224 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,346,245 | -1.1% | 174,692 | +0.3% | 4.75% | +3.0% |
| Q1 2024 | $11,466,885 | +5.9% | 174,110 | +0.5% | 4.61% | +1.6% |
| Q4 2023 | $10,826,143 | +8.4% | 173,246 | +0.3% | 4.54% | -3.4% |
| Q3 2023 | $9,989,249 | +0.2% | 172,675 | -0.3% | 4.70% | +3.3% |
| Q2 2023 | $9,966,514 | -1.6% | 173,150 | 0.0% | 4.55% | -7.1% |
| Q1 2023 | $10,125,812 | +6.1% | 173,150 | +0.4% | 4.90% | +1.8% |
| Q4 2022 | $9,543,336 | – | 172,418 | – | 4.81% | – |
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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% |