AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $995,958 | -1.1% | 12,777 | -1.5% | 0.27% | +0.7% |
| Q2 2023 | $1,007,135 | -9.3% | 12,977 | -13.5% | 0.27% | -17.6% |
| Q1 2023 | $1,110,665 | +9.6% | 14,997 | +10.3% | 0.33% | -0.6% |
| Q4 2022 | $1,013,146 | +103.9% | 13,597 | +80.8% | 0.33% | +85.5% |
| Q3 2022 | $497,000 | +8.3% | 7,521 | +12.0% | 0.18% | +14.0% |
| Q2 2022 | $459,000 | +61.1% | 6,718 | +88.3% | 0.16% | +82.6% |
| Q1 2022 | $285,000 | +2.5% | 3,567 | +2.4% | 0.09% | +3.6% |
| Q4 2021 | $278,000 | – | 3,482 | – | 0.08% | – |
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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% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Litman Gregory Wealth 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% |