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 | $8,138,141 | +193.8% | 104,402 | +192.5% | 2.24% | +194.2% |
| Q2 2023 | $2,770,268 | -7.7% | 35,695 | -11.9% | 0.76% | -17.7% |
| Q1 2023 | $3,000,524 | -43.5% | 40,515 | -43.1% | 0.92% | -50.5% |
| Q4 2022 | $5,307,530 | +56.6% | 71,232 | +39.0% | 1.87% | +37.1% |
| Q3 2022 | $3,390,000 | -80.9% | 51,254 | -80.2% | 1.36% | -80.7% |
| Q2 2022 | $17,705,000 | +22.8% | 258,993 | +43.4% | 7.05% | +28.3% |
| Q1 2022 | $14,422,000 | +8.5% | 180,597 | +8.3% | 5.50% | -1.2% |
| Q4 2021 | $13,298,000 | +10.6% | 166,763 | +4.8% | 5.56% | +1.4% |
| Q3 2021 | $12,028,000 | +13.5% | 159,085 | +14.1% | 5.48% | +9.4% |
| Q2 2021 | $10,593,000 | – | 139,385 | – | 5.01% | – |
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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% |