AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,174,016 | +6.0% | 400,588 | +5.4% | 0.02% | +12.5% |
| Q2 2023 | $21,866,756 | +4.7% | 379,895 | +6.3% | 0.02% | 0.0% |
| Q1 2023 | $20,892,331 | +13.1% | 357,256 | +7.0% | 0.02% | +6.7% |
| Q4 2022 | $18,475,110 | +17.8% | 333,787 | +1.1% | 0.02% | +7.1% |
| Q3 2022 | $15,678,000 | -9.8% | 330,069 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $17,383,000 | -14.3% | 329,482 | +1.6% | 0.01% | 0.0% |
| Q1 2022 | $20,289,000 | -3.0% | 324,203 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $20,927,000 | -10.8% | 324,203 | -10.7% | 0.01% | -18.8% |
| Q3 2021 | $23,448,000 | -0.2% | 362,916 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $23,491,000 | -11.0% | 362,914 | -14.4% | 0.02% | -15.8% |
| Q1 2021 | $26,382,000 | +8.9% | 424,147 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $24,223,000 | +21.8% | 424,147 | +0.8% | 0.02% | +5.6% |
| Q3 2020 | $19,882,000 | +6.4% | 420,602 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $18,691,000 | +21.0% | 420,602 | -0.4% | 0.02% | 0.0% |
| Q1 2020 | $15,453,000 | -26.0% | 422,221 | +11.9% | 0.02% | -10.0% |
| Q4 2019 | $20,894,000 | – | 377,252 | – | 0.02% | – |
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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% |