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 | $26,210,761 | -1.6% | 336,251 | -2.1% | 2.40% | +0.1% |
| Q2 2023 | $26,649,069 | +18.0% | 343,372 | +12.6% | 2.40% | +26.3% |
| Q1 2023 | $22,577,434 | +629.2% | 304,853 | +633.6% | 1.90% | +543.1% |
| Q4 2022 | $3,096,114 | +25.3% | 41,553 | +11.2% | 0.30% | 0.0% |
| Q3 2022 | $2,471,000 | +2.1% | 37,354 | +5.6% | 0.30% | +5.0% |
| Q2 2022 | $2,419,000 | +1.9% | 35,385 | +19.1% | 0.28% | +15.6% |
| Q1 2022 | $2,373,000 | +394.4% | 29,714 | +394.0% | 0.24% | +406.2% |
| Q4 2021 | $480,000 | – | 6,015 | – | 0.05% | – |
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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% |