AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,925 | +0.1% | 19,627 | -0.3% | 0.64% | +1.3% |
| Q2 2023 | $1,527,753 | +4.5% | 19,685 | -0.3% | 0.63% | -0.9% |
| Q1 2023 | $1,462,167 | -0.8% | 19,743 | -0.6% | 0.64% | -12.5% |
| Q4 2022 | $1,473,808 | +12.2% | 19,861 | 0.0% | 0.73% | +6.1% |
| Q3 2022 | $1,314,000 | -3.1% | 19,861 | -0.3% | 0.69% | -1.0% |
| Q2 2022 | $1,356,000 | -14.5% | 19,921 | 0.0% | 0.69% | -10.7% |
| Q1 2022 | $1,586,000 | -0.2% | 19,921 | 0.0% | 0.78% | -3.6% |
| Q4 2021 | $1,589,000 | +5.0% | 19,921 | -0.4% | 0.80% | -2.4% |
| Q3 2021 | $1,513,000 | -1.5% | 20,011 | -1.0% | 0.82% | -13.4% |
| Q2 2021 | $1,536,000 | +4.0% | 20,210 | -1.2% | 0.95% | -9.2% |
| Q1 2021 | $1,477,000 | +27.1% | 20,449 | +0.0% | 1.05% | +6.6% |
| Q4 2020 | $1,162,000 | – | 20,444 | – | 0.98% | – |
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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% |