AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,147,604 | -9.9% | 88,981 | -10.4% | 0.00% | 0.0% |
| Q2 2023 | $5,715,738 | +30.5% | 99,300 | +32.6% | 0.00% | – |
| Q1 2023 | $4,381,060 | +31.3% | 74,915 | +24.2% | 0.00% | – |
| Q4 2022 | $3,337,439 | +17.7% | 60,297 | +1.0% | 0.00% | – |
| Q3 2022 | $2,836,000 | -10.7% | 59,715 | -0.8% | 0.00% | – |
| Q2 2022 | $3,175,000 | +8.7% | 60,184 | +29.0% | 0.00% | – |
| Q1 2022 | $2,921,000 | +108.5% | 46,670 | +115.0% | 0.00% | – |
| Q4 2021 | $1,401,000 | +20.6% | 21,705 | +20.7% | 0.00% | – |
| Q3 2021 | $1,162,000 | +13.5% | 17,989 | +13.7% | 0.00% | – |
| Q2 2021 | $1,024,000 | +78.1% | 15,816 | +71.0% | 0.00% | – |
| Q1 2021 | $575,000 | – | 9,248 | – | 0.00% | – |
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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% |