AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 277 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,817,961 | +3.9% | 574,958 | +3.5% | 4.65% | +6.8% |
| Q2 2023 | $43,124,576 | +9.7% | 555,657 | +4.7% | 4.35% | +5.9% |
| Q1 2023 | $39,321,336 | +20.4% | 530,939 | +21.2% | 4.11% | +16.0% |
| Q4 2022 | $32,647,160 | -5.2% | 438,158 | -15.8% | 3.54% | -8.0% |
| Q3 2022 | $34,424,000 | -2.0% | 520,479 | +6.3% | 3.85% | +11.1% |
| Q2 2022 | $35,133,000 | -23.2% | 489,658 | -14.5% | 3.47% | -19.0% |
| Q1 2022 | $45,747,000 | +15.6% | 572,840 | +19.3% | 4.28% | +19.7% |
| Q4 2021 | $39,562,000 | – | 480,174 | – | 3.57% | – |
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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% |