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 | $786,709 | +3.9% | 10,092 | +3.5% | 0.06% | +11.5% |
| Q2 2023 | $756,950 | +44.6% | 9,753 | +37.9% | 0.05% | +33.3% |
| Q1 2023 | $523,604 | +3.8% | 7,070 | +4.4% | 0.04% | -4.9% |
| Q4 2022 | $504,433 | +5.8% | 6,770 | -6.1% | 0.04% | -10.9% |
| Q3 2022 | $477,000 | 0.0% | 7,207 | +3.3% | 0.05% | +2.2% |
| Q2 2022 | $477,000 | -2.9% | 6,975 | +13.4% | 0.04% | +21.6% |
| Q1 2022 | $491,000 | +2.7% | 6,151 | +2.6% | 0.04% | +5.7% |
| Q4 2021 | $478,000 | +26.1% | 5,997 | +19.5% | 0.04% | +16.7% |
| Q3 2021 | $379,000 | +48.0% | 5,017 | +50.8% | 0.03% | +42.9% |
| Q2 2021 | $256,000 | – | 3,326 | – | 0.02% | – |
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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% |