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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,075,093 | -2.3% | 11,983 | +2.1% | 0.08% | -6.7% |
| Q1 2024 | $1,100,129 | +6.8% | 11,740 | +2.3% | 0.09% | 0.0% |
| Q4 2023 | $1,030,202 | +15.6% | 11,472 | +0.4% | 0.09% | +6.0% |
| 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 ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |