AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 277 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,477,198 | +2.5% | 31,779 | +2.1% | 0.05% | -3.6% |
| Q2 2023 | $2,416,033 | -36.4% | 31,130 | -39.3% | 0.06% | -45.5% |
| Q1 2023 | $3,796,853 | -5.2% | 51,267 | -4.7% | 0.10% | 0.0% |
| Q4 2022 | $4,006,888 | +40.1% | 53,776 | +24.4% | 0.10% | +26.2% |
| Q3 2022 | $2,859,000 | -15.6% | 43,219 | -12.8% | 0.08% | -5.9% |
| Q2 2022 | $3,388,000 | +27.8% | 49,561 | +49.3% | 0.08% | +44.1% |
| Q1 2022 | $2,651,000 | -28.1% | 33,190 | -28.2% | 0.06% | -28.0% |
| Q4 2021 | $3,686,000 | – | 46,221 | – | 0.08% | – |
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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% |