AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |