AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 194 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,342,344 | +11.8% | 440,569 | +11.3% | 0.06% | +14.8% |
Q2 2023 | $30,729,953 | +38.4% | 395,954 | +32.1% | 0.05% | +28.6% |
Q1 2023 | $22,199,608 | +66.2% | 299,752 | +67.2% | 0.04% | +55.6% |
Q4 2022 | $13,355,038 | +74.5% | 179,240 | +54.9% | 0.03% | +58.8% |
Q3 2022 | $7,652,000 | +21.6% | 115,689 | +25.7% | 0.02% | +21.4% |
Q2 2022 | $6,293,000 | -1.8% | 92,049 | +14.7% | 0.01% | +16.7% |
Q1 2022 | $6,406,000 | +13.1% | 80,217 | +13.0% | 0.01% | +9.1% |
Q4 2021 | $5,662,000 | +18.7% | 71,004 | +12.5% | 0.01% | +10.0% |
Q3 2021 | $4,770,000 | +14.3% | 63,091 | +14.9% | 0.01% | +11.1% |
Q2 2021 | $4,172,000 | +76.4% | 54,891 | +67.6% | 0.01% | +80.0% |
Q1 2021 | $2,365,000 | +25.9% | 32,751 | -1.0% | 0.01% | 0.0% |
Q4 2020 | $1,879,000 | +66.7% | 33,066 | +25.6% | 0.01% | +66.7% |
Q3 2020 | $1,127,000 | – | 26,316 | – | 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% |