TruWealth Advisors, LLC - AMERICAN CENTY ETF TR ownership

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
TruWealth Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$25,868,288
+2.0%
331,857
+1.5%
2.22%
+2.2%
Q2 2023$25,364,802
+5.0%
326,824
+0.2%
2.18%
-1.7%
Q1 2023$24,158,450
+3.0%
326,201
+3.6%
2.21%
-3.3%
Q4 2022$23,462,151
+16.2%
314,886
+3.2%
2.29%
+7.2%
Q3 2022$20,190,000
+5.1%
305,258
+8.6%
2.14%
+3.8%
Q2 2022$19,207,000
-6.5%
280,973
+9.2%
2.06%
-3.7%
Q1 2022$20,547,000
+32.2%
257,290
+32.0%
2.14%
+35.8%
Q4 2021$15,537,000
+10.7%
194,846
+5.0%
1.57%
+0.4%
Q3 2021$14,037,000
+10.6%
185,648
+11.1%
1.57%
+5.2%
Q2 2021$12,696,000167,0511.49%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
SATOVSKY ASSET MANAGEMENT LLC 551,844$37,763,00022.08%
Unison Advisors LLC 923,521$63,132,00016.28%
Merriman Wealth Management, LLC 3,019,945$206,443,00014.51%
Bull Oak Capital, LLC 219,873$15,031,00013.90%
WIPFLI FINANCIAL ADVISORS LLC, 1,057,192$72,269,676,0007.86%
Aprio Wealth Management, LLC 258,993$17,705,0007.05%
Truepoint, Inc. 1,963,721$134,240,0006.99%
Henrickson Nauta Wealth Advisors, Inc. 101,170$6,916,0006.32%
TCI Wealth Advisors, Inc. 568,422$38,857,0005.95%
B&D White Capital Company, LLC 196,610$13,440,0005.72%
View complete list of AMERICAN CENTY ETF TR shareholders