AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,031 | -7.5% | 8,861 | -7.9% | 0.01% | 0.0% |
| Q2 2023 | $746,965 | +3.9% | 9,624 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $718,777 | -22.9% | 9,706 | -22.5% | 0.01% | -27.3% |
| Q4 2022 | $932,714 | +16.6% | 12,517 | +3.6% | 0.01% | +10.0% |
| Q3 2022 | $800,000 | +61.0% | 12,086 | +66.1% | 0.01% | +66.7% |
| Q2 2022 | $497,000 | +70.2% | 7,278 | +98.8% | 0.01% | +100.0% |
| Q1 2022 | $292,000 | +15.9% | 3,661 | +16.1% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | +25.4% | 3,152 | +18.8% | 0.00% | +50.0% |
| Q3 2021 | $201,000 | -30.2% | 2,654 | -30.1% | 0.00% | -33.3% |
| Q2 2021 | $288,000 | +5.1% | 3,796 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $274,000 | – | 3,790 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |