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% | – |
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% |