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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,608 | +0.5% | 328,531 | +0.0% | 3.47% | +4.1% |
| Q2 2023 | $25,492 | +7.4% | 328,470 | +2.5% | 3.34% | +2.5% |
| Q1 2023 | $23,728 | +1.6% | 320,391 | +2.2% | 3.25% | -5.6% |
| Q4 2022 | $23,355 | -99.9% | 313,458 | +4.9% | 3.45% | +6.5% |
| Q3 2022 | $19,770,000 | -1.0% | 298,905 | +2.3% | 3.24% | +4.0% |
| Q2 2022 | $19,975,000 | -10.4% | 292,197 | +4.7% | 3.11% | -1.8% |
| Q1 2022 | $22,298,000 | -1.7% | 279,209 | -1.8% | 3.17% | +0.3% |
| Q4 2021 | $22,674,000 | +8.7% | 284,345 | +3.0% | 3.16% | +1.4% |
| Q3 2021 | $20,868,000 | +1.6% | 275,998 | +2.1% | 3.12% | +1.3% |
| Q2 2021 | $20,546,000 | +2.4% | 270,346 | -2.7% | 3.08% | -4.2% |
| Q1 2021 | $20,062,000 | +19.8% | 277,833 | -5.7% | 3.21% | +8.8% |
| Q4 2020 | $16,745,000 | +38841.9% | 294,599 | +29213.3% | 2.95% | +32677.8% |
| Q3 2020 | $43,000 | +4.9% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | -33.9% | 1,005 | -50.0% | 0.01% | +12.5% |
| Q1 2020 | $62,000 | – | 2,010 | – | 0.01% | – |
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% |