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 | $4,037,565 | +31.7% | 51,797 | +31.2% | 0.50% | +37.3% |
| Q2 2023 | $3,064,783 | +47.7% | 39,490 | +41.0% | 0.37% | +35.9% |
| Q1 2023 | $2,074,697 | +76.8% | 28,014 | +77.8% | 0.27% | +65.6% |
| Q4 2022 | $1,173,756 | +42.3% | 15,753 | +26.4% | 0.16% | +28.3% |
| Q3 2022 | $825,000 | +20.4% | 12,467 | +24.4% | 0.13% | +22.1% |
| Q2 2022 | $685,000 | -12.0% | 10,023 | +2.8% | 0.10% | +1.0% |
| Q1 2022 | $778,000 | +37.5% | 9,746 | +37.2% | 0.10% | +49.3% |
| Q4 2021 | $566,000 | +293.1% | 7,101 | +274.1% | 0.07% | +263.2% |
| Q3 2021 | $144,000 | – | 1,898 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 475,972 | $36,940,215 | 30.05% |
| QUARRY HILL ADVISORS, LLC | 268,159 | $20,811,833 | 18.78% |
| SATOVSKY ASSET MANAGEMENT LLC | 618,368 | $47,991,538 | 16.21% |
| Creative Capital Management Investments LLC | 278,423 | $21,608,409 | 15.57% |
| Bull Oak Capital, LLC | 273,672 | $21,239,663 | 15.54% |
| Merriman Wealth Management, LLC | 3,435,638 | $266,639,846 | 13.14% |
| Werba Rubin Papier Wealth Management | 475,792 | $36,926,240 | 12.82% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,125 | $27,250,811 | 12.45% |
| CGC Financial Services, LLC | 243,876 | $18,927,202 | 12.30% |
| Team Hewins, LLC | 326,236 | $25,319,169 | 12.08% |