AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 194 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $921,056 | -16.6% | 14,181 | -15.4% | 0.52% | -18.2% |
| Q1 2024 | $1,104,341 | +93.0% | 16,768 | +83.3% | 0.63% | +84.0% |
| Q4 2023 | $572,116 | +42.7% | 9,148 | +32.0% | 0.34% | +27.4% |
| Q3 2023 | $400,959 | +0.3% | 6,931 | -0.2% | 0.27% | +3.4% |
| Q2 2023 | $399,582 | +8.0% | 6,942 | +9.7% | 0.26% | +6.1% |
| Q1 2023 | $370,062 | +17.2% | 6,328 | +10.9% | 0.25% | +7.0% |
| Q4 2022 | $315,828 | – | 5,706 | – | 0.23% | – |
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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% |