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 | $1,289,995 | +3.9% | 16,549 | +3.5% | 0.24% | -2.4% |
| Q2 2023 | $1,241,217 | +69.6% | 15,993 | +61.8% | 0.25% | +52.8% |
| Q1 2023 | $731,935 | +16.4% | 9,883 | +17.1% | 0.16% | +13.2% |
| Q4 2022 | $628,673 | +20.0% | 8,437 | +6.5% | 0.14% | +2.1% |
| Q3 2022 | $524,000 | +34.7% | 7,925 | +39.1% | 0.14% | +30.6% |
| Q2 2022 | $389,000 | -12.6% | 5,696 | +2.1% | 0.11% | +0.9% |
| Q1 2022 | $445,000 | +12.1% | 5,577 | +11.9% | 0.11% | +12.6% |
| Q4 2021 | $397,000 | – | 4,984 | – | 0.10% | – |
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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% |