AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 24 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,818,042 | +7.1% | 716,075 | +6.6% | 2.99% | +6.3% |
| Q2 2023 | $52,111,053 | +21.6% | 671,448 | +16.0% | 2.81% | +16.6% |
| Q1 2023 | $42,857,077 | -1.1% | 578,680 | -0.5% | 2.41% | -5.7% |
| Q4 2022 | $43,317,808 | +28.9% | 581,369 | +14.4% | 2.56% | +14.0% |
| Q3 2022 | $33,618,000 | -13.7% | 508,284 | -10.8% | 2.24% | -8.7% |
| Q2 2022 | $38,974,000 | +176.8% | 570,133 | +223.4% | 2.46% | +168.1% |
| Q1 2022 | $14,079,000 | +0.2% | 176,298 | +0.0% | 0.92% | +2.8% |
| Q4 2021 | $14,053,000 | +9.0% | 176,234 | +3.4% | 0.89% | 0.0% |
| Q3 2021 | $12,891,000 | -0.5% | 170,499 | +0.0% | 0.89% | -12.3% |
| Q2 2021 | $12,953,000 | +8.9% | 170,434 | +3.5% | 1.02% | -61.2% |
| Q1 2021 | $11,895,000 | +27.1% | 164,733 | +0.1% | 2.62% | +13.7% |
| Q4 2020 | $9,358,000 | +34.3% | 164,633 | +1.1% | 2.31% | +9.0% |
| Q3 2020 | $6,970,000 | +5.7% | 162,784 | +0.0% | 2.12% | +6.5% |
| Q2 2020 | $6,594,000 | +70.2% | 162,783 | +30.8% | 1.99% | +32.6% |
| Q1 2020 | $3,874,000 | -15.9% | 124,440 | +46.6% | 1.50% | +6.2% |
| Q4 2019 | $4,607,000 | – | 84,900 | – | 1.41% | – |
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% |