AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,694,545 | +35.6% | 117,399 | +36.4% | 4.81% | +41.3% |
| Q4 2022 | $6,413,054 | +13.6% | 86,070 | +0.8% | 3.40% | -0.7% |
| Q3 2022 | $5,647,000 | +36.6% | 85,377 | +41.2% | 3.43% | +32.7% |
| Q2 2022 | $4,134,000 | +142.5% | 60,480 | +183.3% | 2.58% | +147.5% |
| Q1 2022 | $1,705,000 | +22.0% | 21,345 | +21.7% | 1.04% | +17.8% |
| Q4 2021 | $1,398,000 | +59.2% | 17,532 | +51.0% | 0.89% | +40.2% |
| Q3 2021 | $878,000 | – | 11,610 | – | 0.63% | – |
Download | ||||||
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% |