AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,982,885 | +23.0% | 410,300 | +22.5% | 7.59% | +17.6% |
| Q2 2023 | $26,001,679 | +11.7% | 335,030 | +6.6% | 6.45% | +4.3% |
| Q1 2023 | $23,271,208 | +7.0% | 314,221 | +7.7% | 6.18% | -3.8% |
| Q4 2022 | $21,740,826 | +10.6% | 291,784 | -1.9% | 6.43% | +4.6% |
| Q3 2022 | $19,666,000 | -1.2% | 297,335 | +2.1% | 6.15% | +8.5% |
| Q2 2022 | $19,912,000 | -12.0% | 291,279 | +2.8% | 5.66% | +7.7% |
| Q1 2022 | $22,634,000 | -0.7% | 283,426 | -0.8% | 5.26% | +10.0% |
| Q4 2021 | $22,791,000 | +5.5% | 285,817 | +0.1% | 4.78% | -1.6% |
| Q3 2021 | $21,597,000 | -0.2% | 285,635 | +0.3% | 4.86% | +1.9% |
| Q2 2021 | $21,649,000 | +9.0% | 284,862 | +3.6% | 4.77% | -0.7% |
| Q1 2021 | $19,863,000 | +38.7% | 275,073 | +9.2% | 4.80% | +45.4% |
| Q4 2020 | $14,318,000 | +96.7% | 251,908 | +48.2% | 3.30% | +62.7% |
| Q3 2020 | $7,279,000 | +72690.0% | 169,998 | +72239.6% | 2.03% | +67500.0% |
| Q2 2020 | $10,000 | – | 235 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |