AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,556,314 | +21.3% | 19,966 | +20.7% | 0.01% | +20.0% |
| Q2 2023 | $1,283,343 | -7.2% | 16,536 | -11.4% | 0.01% | -16.7% |
| Q1 2023 | $1,382,995 | +40.6% | 18,674 | +41.5% | 0.01% | +20.0% |
| Q4 2022 | $983,308 | -35.1% | 13,197 | -42.3% | 0.01% | -44.4% |
| Q3 2022 | $1,514,000 | +21.7% | 22,889 | +25.8% | 0.01% | +12.5% |
| Q2 2022 | $1,244,000 | +470.6% | 18,201 | +567.9% | 0.01% | +700.0% |
| Q1 2022 | $218,000 | -4.8% | 2,725 | -5.0% | 0.00% | -50.0% |
| Q4 2021 | $229,000 | +502.6% | 2,868 | +467.9% | 0.00% | – |
| Q3 2021 | $38,000 | +137.5% | 505 | +140.5% | 0.00% | – |
| Q2 2021 | $16,000 | – | 210 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |