AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 277 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,535,093 | +6.1% | 19,692 | +5.6% | 1.01% | +12.0% |
| Q2 2023 | $1,447,389 | +38.3% | 18,649 | +32.0% | 0.90% | +36.0% |
| Q1 2023 | $1,046,561 | +27.3% | 14,131 | +28.1% | 0.66% | +27.1% |
| Q4 2022 | $822,053 | +40.0% | 11,032 | +23.2% | 0.52% | +148.8% |
| Q3 2022 | $587,000 | +76.8% | 8,954 | +84.4% | 0.21% | -11.8% |
| Q2 2022 | $332,000 | -46.9% | 4,857 | -37.9% | 0.24% | -40.3% |
| Q1 2022 | $625,000 | +13.2% | 7,821 | +10.9% | 0.40% | +3.4% |
| Q4 2021 | $552,000 | – | 7,055 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |