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 ↓ |
|---|---|---|---|
| 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% |