AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 24 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,235,354 | +14.3% | 24,893 | -0.8% | 0.67% | +7.1% |
Q3 2023 | $1,955,911 | -15.9% | 25,092 | -16.3% | 0.62% | -16.4% |
Q2 2023 | $2,326,941 | +12.5% | 29,982 | +7.4% | 0.74% | +7.1% |
Q1 2023 | $2,068,357 | -0.5% | 27,928 | +0.1% | 0.70% | -7.6% |
Q4 2022 | $2,078,194 | +8.2% | 27,891 | -3.9% | 0.75% | -0.1% |
Q3 2022 | $1,920,000 | +8.6% | 29,028 | +12.2% | 0.75% | +16.2% |
Q2 2022 | $1,768,000 | -14.3% | 25,864 | +0.2% | 0.65% | -1.5% |
Q1 2022 | $2,062,000 | +0.6% | 25,823 | +0.5% | 0.66% | -1.5% |
Q4 2021 | $2,049,000 | +4.4% | 25,694 | -1.0% | 0.67% | -3.6% |
Q3 2021 | $1,962,000 | +1.0% | 25,948 | +1.5% | 0.69% | -3.6% |
Q2 2021 | $1,943,000 | +5.7% | 25,559 | +0.4% | 0.72% | +7.3% |
Q1 2021 | $1,838,000 | +36.8% | 25,447 | +7.6% | 0.67% | +26.4% |
Q4 2020 | $1,344,000 | +33.2% | 23,651 | +0.3% | 0.53% | +17.8% |
Q3 2020 | $1,009,000 | -17.0% | 23,582 | -21.4% | 0.45% | -19.2% |
Q2 2020 | $1,215,000 | +48.9% | 30,003 | +14.5% | 0.56% | +29.5% |
Q1 2020 | $816,000 | – | 26,212 | – | 0.43% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |