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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |