AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 194 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,080,793 | -1.8% | 122,614 | -1.2% | 1.62% | -3.2% |
| Q4 2022 | $9,250,417 | +20.7% | 124,150 | +7.1% | 1.67% | -14.3% |
| Q3 2022 | $7,666,000 | +0.4% | 115,904 | +3.8% | 1.95% | +3.9% |
| Q2 2022 | $7,636,000 | +52.8% | 111,708 | +78.5% | 1.88% | +135.6% |
| Q1 2022 | $4,997,000 | +13.8% | 62,575 | +13.6% | 0.80% | +48.6% |
| Q4 2021 | $4,392,000 | +17.7% | 55,076 | +11.6% | 0.54% | +12.6% |
| Q3 2021 | $3,731,000 | +22.9% | 49,345 | +23.5% | 0.48% | +17.2% |
| Q2 2021 | $3,036,000 | – | 39,945 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |