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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,372,613 | +37.4% | 15,692 | +21.5% | 0.52% | +25.6% |
| Q3 2023 | $999,186 | +1.0% | 12,916 | +1.4% | 0.41% | +5.7% |
| Q2 2023 | $988,812 | +49.9% | 12,741 | +43.1% | 0.39% | +43.2% |
| Q1 2023 | $659,503 | -22.1% | 8,905 | -21.6% | 0.27% | -5.9% |
| Q4 2022 | $846,835 | +44.8% | 11,365 | +35.2% | 0.29% | +27.4% |
| Q3 2022 | $585,000 | +10.6% | 8,407 | +7.2% | 0.23% | +7.1% |
| Q2 2022 | $529,000 | -2.6% | 7,842 | +15.2% | 0.21% | -47.5% |
| Q1 2022 | $543,000 | +32.1% | 6,805 | +35.7% | 0.40% | +152.8% |
| Q4 2021 | $411,000 | – | 5,015 | – | 0.16% | – |
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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% |