AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,320,703 | +5.4% | 29,772 | +5.0% | 0.67% | +6.9% |
| Q2 2023 | $2,201,061 | +27.5% | 28,361 | +21.6% | 0.63% | +19.7% |
| Q1 2023 | $1,726,737 | +32.5% | 23,315 | +33.3% | 0.52% | +24.2% |
| Q4 2022 | $1,302,824 | +67.5% | 17,485 | +48.7% | 0.42% | +47.6% |
| Q3 2022 | $778,000 | +35.3% | 11,759 | +39.9% | 0.29% | +36.8% |
| Q2 2022 | $575,000 | +37.6% | 8,408 | +60.7% | 0.21% | +53.7% |
| Q1 2022 | $418,000 | +51.4% | 5,233 | +51.4% | 0.14% | +58.1% |
| Q4 2021 | $276,000 | +557.1% | 3,456 | +520.5% | 0.09% | +514.3% |
| Q3 2021 | $42,000 | +40.0% | 557 | +43.2% | 0.01% | +40.0% |
| Q2 2021 | $30,000 | – | 389 | – | 0.01% | – |
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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% |