AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,268,716 | +41.8% | 16,400 | +41.6% | 1.22% | +36.9% |
| Q2 2023 | $894,976 | +19.1% | 11,584 | +14.2% | 0.89% | +9.7% |
| Q1 2023 | $751,309 | +47.7% | 10,140 | +52.3% | 0.82% | +25.8% |
| Q4 2022 | $508,694 | +37.5% | 6,657 | +23.1% | 0.65% | +23.9% |
| Q3 2022 | $370,000 | -2.9% | 5,408 | +7.5% | 0.52% | +4.2% |
| Q2 2022 | $381,000 | +14.4% | 5,030 | +21.2% | 0.50% | +17.6% |
| Q1 2022 | $333,000 | +22.0% | 4,150 | +22.1% | 0.43% | +18.0% |
| Q4 2021 | $273,000 | – | 3,400 | – | 0.36% | – |
Download | ||||||
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% |