AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,445,883 | +3.9% | 108,350 | +3.4% | 3.15% | +12.3% |
| Q2 2023 | $8,128,716 | -47.0% | 104,738 | -49.4% | 2.81% | -46.0% |
| Q1 2023 | $15,327,087 | -1.0% | 206,955 | -0.4% | 5.20% | +34.3% |
| Q4 2022 | $15,481,092 | +16.4% | 207,772 | +3.3% | 3.87% | -22.2% |
| Q3 2022 | $13,300,000 | -1.0% | 201,090 | +2.3% | 4.98% | -13.0% |
| Q2 2022 | $13,440,000 | -40.8% | 196,610 | -30.8% | 5.72% | -20.9% |
| Q1 2022 | $22,685,000 | +56.4% | 284,060 | +56.1% | 7.23% | +51.6% |
| Q4 2021 | $14,508,000 | +14.0% | 181,945 | +8.1% | 4.77% | -2.7% |
| Q3 2021 | $12,731,000 | +11.7% | 168,378 | +12.3% | 4.90% | -3.3% |
| Q2 2021 | $11,399,000 | +354.3% | 149,993 | +304.4% | 5.07% | +280.1% |
| Q1 2021 | $2,509,000 | – | 37,086 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |