AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,496,427 | -3.1% | 32,026 | -3.5% | 0.67% | +1.5% |
Q2 2023 | $2,575,488 | +5.1% | 33,185 | +0.3% | 0.66% | +2.8% |
Q1 2023 | $2,450,868 | +0.8% | 33,093 | +1.4% | 0.64% | -6.7% |
Q4 2022 | $2,430,815 | +3.8% | 32,624 | -7.8% | 0.68% | +7.7% |
Q3 2022 | $2,341,092 | +15.1% | 35,396 | +18.9% | 0.64% | +20.2% |
Q2 2022 | $2,034,668 | +8.5% | 29,764 | +26.7% | 0.53% | +14.8% |
Q1 2022 | $1,875,992 | -2.3% | 23,491 | -2.5% | 0.46% | -13.0% |
Q4 2021 | $1,920,778 | +17.1% | 24,088 | +11.1% | 0.53% | +22.7% |
Q3 2021 | $1,639,603 | +111.9% | 21,685 | +113.0% | 0.43% | +107.7% |
Q2 2021 | $773,908 | +5.2% | 10,183 | 0.0% | 0.21% | -1.0% |
Q1 2021 | $735,314 | +26.8% | 10,183 | -0.2% | 0.21% | +14.8% |
Q4 2020 | $579,825 | – | 10,201 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |