AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,813,422 | -3.1% | 87,408 | -3.5% | 2.66% | +0.6% |
| Q2 2023 | $7,031,664 | +3.0% | 90,603 | -1.7% | 2.64% | +0.9% |
| Q1 2023 | $6,825,480 | +897.5% | 92,161 | +903.6% | 2.62% | +853.5% |
| Q4 2022 | $684,258 | +4.5% | 9,183 | -7.3% | 0.28% | -3.2% |
| Q3 2022 | $655,000 | -39.5% | 9,909 | -37.5% | 0.28% | -37.6% |
| Q2 2022 | $1,083,000 | -18.5% | 15,847 | -4.7% | 0.46% | -7.1% |
| Q1 2022 | $1,329,000 | -80.7% | 16,637 | -80.8% | 0.49% | -80.2% |
| Q4 2021 | $6,898,000 | +11.3% | 86,500 | +5.5% | 2.48% | +5.6% |
| Q3 2021 | $6,200,000 | +50.6% | 81,994 | +51.4% | 2.35% | +52.1% |
| Q2 2021 | $4,117,000 | +35.3% | 54,171 | +28.5% | 1.54% | +29.0% |
| Q1 2021 | $3,043,000 | – | 42,146 | – | 1.20% | – |
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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% |