AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,551,029 | +9.3% | 19,898 | +8.8% | 0.38% | +9.9% |
| Q2 2023 | $1,419,123 | +8.8% | 18,285 | +1.4% | 0.34% | +4.2% |
| Q1 2023 | $1,304,247 | +1.2% | 18,027 | +4.2% | 0.33% | -18.3% |
| Q4 2022 | $1,289,093 | +9.9% | 17,301 | -2.5% | 0.40% | -1.2% |
| Q3 2022 | $1,173,000 | +2.2% | 17,736 | +5.7% | 0.41% | +6.0% |
| Q2 2022 | $1,148,000 | -21.1% | 16,786 | -7.9% | 0.39% | -21.7% |
| Q1 2022 | $1,455,000 | +1.4% | 18,226 | +1.3% | 0.49% | +9.1% |
| Q4 2021 | $1,435,000 | +11.0% | 18,000 | +5.3% | 0.45% | +2.7% |
| Q3 2021 | $1,293,000 | +7.0% | 17,097 | +7.6% | 0.44% | +4.0% |
| Q2 2021 | $1,208,000 | – | 15,895 | – | 0.42% | – |
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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% |