Synergy Asset Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q4 2021$206,000
-98.4%
2,584
-98.4%
0.05%
-98.3%
Q3 2021$12,556,000
+5067.1%
166,056
+5092.5%
2.92%
+4457.8%
Q2 2021$243,000
-92.2%
3,198
-92.6%
0.06%
-93.2%
Q1 2021$3,134,000
-35.5%
43,396
-49.2%
0.94%
-38.5%
Q4 2020$4,857,00085,4431.53%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Meredith Wealth Planning 511,550$39,875,34729.64%
Bull Oak Capital, LLC 259,012$20,189,99522.09%
QUARRY HILL ADVISORS, LLC 271,454$21,159,85819.39%
SATOVSKY ASSET MANAGEMENT LLC 627,397$48,905,63416.56%
Creative Capital Management Investments LLC 282,858$22,048,78115.11%
Merriman Wealth Management, LLC 3,613,772$281,693,54314.57%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 351,365$27,388,90212.89%
CGC Financial Services, LLC 235,304$18,341,94912.82%
Werba Rubin Papier Wealth Management 460,374$35,886,11712.77%
WMG Financial Advisors, LLC 172,179$13,421,38611.40%
View complete list of AMERICAN CENTY ETF TR shareholders