AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 34 filers reported holding AMERICAN CENTY ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $104,000 | -12.6% | 1,307 | -12.8% | 0.05% | -12.7% |
| Q4 2021 | $119,000 | +11.2% | 1,498 | +5.6% | 0.06% | 0.0% |
| Q3 2021 | $107,000 | +10.3% | 1,419 | +11.7% | 0.06% | +12.2% |
| Q2 2021 | $97,000 | +51.6% | 1,270 | +42.2% | 0.05% | +40.0% |
| Q1 2021 | $64,000 | +4.9% | 893 | -17.1% | 0.04% | +6.1% |
| Q4 2020 | $61,000 | +48.8% | 1,077 | +11.4% | 0.03% | +32.0% |
| Q3 2020 | $41,000 | -12.8% | 967 | -16.1% | 0.02% | -16.7% |
| Q2 2020 | $47,000 | +62.1% | 1,152 | +25.8% | 0.03% | +42.9% |
| Q1 2020 | $29,000 | – | 916 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |