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 | $727,621 | -5.9% | 9,334 | -6.3% | 0.22% | -6.8% |
| Q2 2023 | $773,306 | +73.2% | 9,964 | +65.2% | 0.24% | +53.9% |
| Q1 2023 | $446,584 | +2.3% | 6,030 | +2.9% | 0.15% | -16.8% |
| Q4 2022 | $436,703 | +5.5% | 5,861 | -6.4% | 0.18% | -7.0% |
| Q3 2022 | $414,000 | -6.5% | 6,260 | -3.5% | 0.20% | +1.0% |
| Q2 2022 | $443,000 | -99.9% | 6,485 | 0.0% | 0.20% | +7.1% |
| Q1 2022 | $517,892,000 | +174274.4% | 6,485 | +73.6% | 0.18% | +60.0% |
| Q4 2021 | $297,000 | +3.8% | 3,735 | -1.3% | 0.12% | +3.6% |
| Q3 2021 | $286,000 | – | 3,785 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |