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 | $59,428,000 | -0.2% | 762,522 | -0.6% | 0.11% | -4.3% |
| Q2 2023 | $59,560,000 | +10.4% | 767,281 | +5.3% | 0.12% | -0.8% |
| Q1 2023 | $53,965,000 | +20.9% | 728,994 | +21.7% | 0.12% | +15.7% |
| Q4 2022 | $44,629,000 | +27.4% | 599,197 | +13.1% | 0.10% | +8.5% |
| Q3 2022 | $35,039,000 | +23.5% | 529,870 | +27.8% | 0.09% | +28.8% |
| Q2 2022 | $28,367,000 | +10.2% | 414,602 | +28.7% | 0.07% | +28.1% |
| Q1 2022 | $25,744,000 | +35.8% | 322,250 | +35.7% | 0.06% | +35.7% |
| Q4 2021 | $18,961,000 | +179.9% | 237,553 | +165.5% | 0.04% | +133.3% |
| Q3 2021 | $6,773,000 | +50.5% | 89,477 | +51.2% | 0.02% | +38.5% |
| Q2 2021 | $4,500,000 | +101.8% | 59,170 | +91.6% | 0.01% | +85.7% |
| Q1 2021 | $2,230,000 | +42.1% | 30,882 | +11.8% | 0.01% | 0.0% |
| Q4 2020 | $1,569,000 | +73.0% | 27,626 | +30.6% | 0.01% | +75.0% |
| Q3 2020 | $907,000 | +26.3% | 21,148 | +19.8% | 0.00% | 0.0% |
| Q2 2020 | $718,000 | +51.5% | 17,657 | +15.9% | 0.00% | +33.3% |
| Q1 2020 | $474,000 | – | 15,232 | – | 0.00% | – |
Download | ||||||
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% |