AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,795 | +4.3% | 11,427 | +3.8% | 0.08% | +10.5% |
| Q2 2023 | $854,063 | -59.0% | 11,004 | -60.9% | 0.08% | -62.9% |
| Q1 2023 | $2,082,675 | +13.4% | 28,121 | +1.3% | 0.20% | +0.5% |
| Q3 2022 | $1,836,000 | -5.6% | 27,763 | -2.4% | 0.20% | -5.6% |
| Q2 2022 | $1,945,000 | -12.9% | 28,457 | +1.8% | 0.22% | -0.5% |
| Q1 2022 | $2,232,000 | +47.4% | 27,944 | +47.1% | 0.22% | +50.7% |
| Q4 2021 | $1,514,000 | +2.8% | 18,998 | -2.5% | 0.14% | -8.3% |
| Q3 2021 | $1,473,000 | +10.4% | 19,478 | +11.0% | 0.16% | +12.1% |
| Q2 2021 | $1,334,000 | – | 17,549 | – | 0.14% | – |
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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% |