AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 196 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,009,520 | -1.0% | 100,418 | -0.9% | 3.85% | -4.2% |
| Q1 2024 | $9,100,470 | -0.4% | 101,308 | -0.4% | 4.02% | -10.4% |
| Q4 2023 | $9,135,367 | +14.8% | 101,730 | -0.4% | 4.48% | -7.9% |
| Q3 2023 | $7,960,982 | +0.1% | 102,129 | -0.4% | 4.86% | -9.9% |
| Q2 2023 | $7,954,857 | +4.5% | 102,498 | -0.3% | 5.40% | -1.5% |
| Q1 2023 | $7,614,872 | -1.0% | 102,820 | -0.4% | 5.48% | -10.2% |
| Q4 2022 | $7,690,686 | +14.6% | 103,217 | +1.7% | 6.11% | -4.6% |
| Q3 2022 | $6,712,000 | -2.9% | 101,476 | +0.3% | 6.40% | +1.2% |
| Q2 2022 | $6,916,000 | -14.4% | 101,170 | +0.0% | 6.32% | -5.8% |
| Q1 2022 | $8,077,000 | +1.0% | 101,145 | -1.6% | 6.72% | +3.1% |
| Q4 2021 | $8,000,000 | – | 102,795 | – | 6.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 306,117 | $27,464,854 | 24.78% |
| Meredith Wealth Planning | 451,357 | $40,495,711 | 21.22% |
| EAGLE WEALTH STRATEGIES LLC | 264,684 | $23,747,440 | 19.20% |
| QUARRY HILL ADVISORS, LLC | 314,381 | $28,206,258 | 18.87% |
| MB Generational Wealth, LLC | 223,987 | $20,096,141 | 15.58% |
| Mason Investment Advisory Services, Inc. | 2,730,762 | $245,003,951 | 15.17% |
| Merriman Wealth Management, LLC | 3,655,898 | $328,007,146 | 14.34% |
| Objectivity Squared, LLC | 181,104 | $17,762,640 | 13.58% |
| SATOVSKY ASSET MANAGEMENT LLC | 621,720 | $55,780,706 | 13.40% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 343,896 | $30,854,349 | 12.92% |