AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 305 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282,013 | -1.4% | 4,342 | 0.0% | 0.03% | -8.1% |
| Q1 2024 | $285,965 | +5.4% | 4,342 | 0.0% | 0.04% | -7.5% |
| Q4 2023 | $271,332 | +8.0% | 4,342 | 0.0% | 0.04% | -4.8% |
| Q3 2023 | $251,185 | +0.5% | 4,342 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $249,926 | -1.6% | 4,342 | 0.0% | 0.04% | -14.0% |
| Q1 2023 | $253,921 | +5.7% | 4,342 | 0.0% | 0.05% | -10.7% |
| Q4 2022 | $240,330 | – | 4,342 | – | 0.06% | – |
Download | ||||||
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% |