AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 29 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
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% | – |
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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% |