AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 224 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,426,296 | -17.2% | 15,897 | -13.5% | 0.81% | -20.0% |
| Q1 2024 | $1,721,980 | +26.0% | 18,376 | +20.7% | 1.02% | +8.5% |
| Q4 2023 | $1,366,867 | +16.2% | 15,221 | +0.9% | 0.94% | +5.9% |
| Q3 2023 | $1,176,330 | +4.3% | 15,091 | +3.8% | 0.89% | +4.5% |
| Q2 2023 | $1,128,250 | +13.6% | 14,537 | +8.4% | 0.85% | +5.9% |
| Q1 2023 | $993,086 | +45.1% | 13,409 | +46.0% | 0.80% | +39.5% |
| Q4 2022 | $684,523 | +9.9% | 9,187 | -2.6% | 0.57% | +11.2% |
| Q3 2022 | $623,000 | -7.6% | 9,432 | -4.4% | 0.52% | +9.6% |
| Q2 2022 | $674,000 | -3.0% | 9,863 | +13.2% | 0.47% | +14.0% |
| Q1 2022 | $695,000 | +247.5% | 8,714 | +245.8% | 0.41% | +253.0% |
| Q4 2021 | $200,000 | – | 2,520 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |