AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 224 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,587,609 | +6.3% | 24,444 | +7.8% | 0.13% | +4.9% |
| Q1 2024 | $1,492,871 | +28.4% | 22,667 | +12.8% | 0.12% | +11.8% |
| Q4 2023 | $1,162,586 | -0.6% | 20,097 | -0.6% | 0.11% | 0.0% |
| Q3 2023 | $1,170,107 | +14.3% | 20,227 | +13.7% | 0.11% | +18.3% |
| Q2 2023 | $1,023,507 | +20.4% | 17,782 | +22.3% | 0.09% | +17.7% |
| Q1 2023 | $850,043 | +154.5% | 14,536 | +140.9% | 0.08% | +182.1% |
| Q4 2022 | $334,016 | +47.1% | 6,035 | +26.4% | 0.03% | +21.7% |
| Q3 2022 | $227,000 | – | 4,773 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 441,760 | $29,231,262 | 11.65% |
| Unison Advisors LLC | 1,211,723 | $78,701,440 | 9.88% |
| Meredith Wealth Planning | 280,545 | $18,221,396 | 9.55% |
| Mason Investment Advisory Services, Inc. | 2,352,747 | $152,810,938 | 9.46% |
| QUARRY HILL ADVISORS, LLC | 215,520 | $13,998,019 | 9.36% |
| Accredited Investors Inc. | 2,121,015 | $137,759,960 | 8.59% |
| Peirce Capital Management, LLC | 218,941 | $14,220,250 | 7.53% |
| Valued Wealth Advisors LLC | 144,354 | $9,375,798 | 6.44% |
| Brickley Wealth Management | 445,154 | $28,912,737 | 6.33% |
| Allegiance Financial Group Advisory Services LLC | 228,366 | $14,832,396 | 5.68% |