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 | $5,188,121 | +1.0% | 57,826 | +5.4% | 1.97% | +0.4% |
| Q1 2024 | $5,139,070 | +5.1% | 54,840 | +0.7% | 1.96% | -7.1% |
| Q4 2023 | $4,891,840 | +41.6% | 54,475 | +22.9% | 2.11% | +20.2% |
| Q3 2023 | $3,455,873 | +10.0% | 44,334 | +9.5% | 1.76% | +13.4% |
| Q2 2023 | $3,142,081 | +18.0% | 40,486 | +12.6% | 1.55% | +8.4% |
| Q1 2023 | $2,662,461 | +5.7% | 35,950 | +6.3% | 1.43% | -1.1% |
| Q4 2022 | $2,519,477 | +24.2% | 33,814 | +10.2% | 1.45% | +10.5% |
| Q3 2022 | $2,029,000 | +3.7% | 30,673 | +7.2% | 1.31% | +8.8% |
| Q2 2022 | $1,957,000 | -16.1% | 28,624 | -2.0% | 1.20% | -9.7% |
| Q1 2022 | $2,333,000 | +15.5% | 29,209 | +8.9% | 1.33% | +8.9% |
| Q4 2021 | $2,020,000 | – | 26,814 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |