AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 352 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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% | – |
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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% |