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 | $7,940,532 | -0.3% | 101,867 | -0.8% | 0.73% | -3.6% |
| Q2 2023 | $7,966,700 | +4.1% | 102,650 | -0.6% | 0.76% | -3.7% |
| Q1 2023 | $7,650,428 | +2.7% | 103,300 | +3.3% | 0.79% | -8.6% |
| Q4 2022 | $7,447,502 | +28.9% | 99,953 | +14.4% | 0.86% | +24.6% |
| Q3 2022 | $5,778,000 | +7.2% | 87,356 | +10.8% | 0.69% | +4.2% |
| Q2 2022 | $5,388,000 | +9.2% | 78,817 | +27.5% | 0.66% | +15.9% |
| Q1 2022 | $4,935,000 | +722.5% | 61,797 | +721.4% | 0.57% | +653.9% |
| Q4 2021 | $600,000 | – | 7,523 | – | 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% |
| 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% |