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 | $674,455 | -6.8% | 8,652 | -7.2% | 0.68% | +5.1% |
| Q2 2023 | $723,941 | +21.0% | 9,328 | +15.5% | 0.65% | +19.9% |
| Q1 2023 | $598,207 | +14.2% | 8,077 | +14.9% | 0.54% | +17.1% |
| Q4 2022 | $523,864 | +38.6% | 7,031 | +23.0% | 0.46% | +12.9% |
| Q3 2022 | $378,000 | +3.8% | 5,714 | +7.3% | 0.41% | +31.8% |
| Q2 2022 | $364,000 | 0.0% | 5,325 | +16.7% | 0.31% | +20.5% |
| Q1 2022 | $364,000 | +30.9% | 4,563 | +30.9% | 0.26% | +33.7% |
| Q4 2021 | $278,000 | – | 3,487 | – | 0.19% | – |
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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% |