AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,910,513 | +14.3% | 76,157 | +9.1% | 0.98% | +1.7% |
| Q1 2023 | $5,171,286 | +8.7% | 69,825 | +9.3% | 0.97% | -1.5% |
| Q4 2022 | $4,757,871 | +20.6% | 63,855 | +7.1% | 0.98% | +24.7% |
| Q3 2022 | $3,944,000 | +22.7% | 59,630 | +26.8% | 0.79% | +30.2% |
| Q2 2022 | $3,214,000 | -1.3% | 47,018 | +15.3% | 0.61% | +16.3% |
| Q1 2022 | $3,256,000 | -11.1% | 40,771 | -11.3% | 0.52% | -3.0% |
| Q4 2021 | $3,663,000 | +27.9% | 45,940 | +21.3% | 0.54% | +21.2% |
| Q3 2021 | $2,864,000 | +96.4% | 37,878 | +97.0% | 0.44% | +90.9% |
| Q2 2021 | $1,458,000 | +523.1% | 19,229 | +492.9% | 0.23% | +439.5% |
| Q1 2021 | $234,000 | – | 3,243 | – | 0.04% | – |
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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% |