AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405 | +0.5% | 7 | 0.0% | 0.00% | – |
Q2 2023 | $403 | -1.5% | 7 | 0.0% | 0.00% | – |
Q1 2023 | $409 | -95.2% | 7 | -95.5% | 0.00% | – |
Q4 2022 | $8,524 | -49.9% | 154 | -58.6% | 0.00% | – |
Q3 2022 | $17,000 | -85.3% | 372 | -83.1% | 0.00% | – |
Q2 2022 | $116,000 | -47.0% | 2,207 | -37.1% | 0.00% | – |
Q1 2022 | $219,000 | -3.1% | 3,507 | +0.2% | 0.00% | – |
Q4 2021 | $226,000 | +2725.0% | 3,500 | +2722.6% | 0.00% | – |
Q3 2021 | $8,000 | – | 124 | – | 0.00% | – |
Download |
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% |