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 | $3,256,537 | +4.2% | 41,777 | +3.7% | 1.48% | -2.4% |
| Q2 2023 | $3,126,274 | +4.4% | 40,282 | -0.3% | 1.52% | -3.3% |
| Q1 2023 | $2,993,327 | +5.7% | 40,418 | +6.4% | 1.57% | -2.5% |
| Q4 2022 | $2,830,848 | +14.8% | 37,993 | +1.9% | 1.61% | -17.5% |
| Q3 2022 | $2,466,000 | -1.6% | 37,279 | +1.7% | 1.96% | +2.8% |
| Q2 2022 | $2,507,000 | -13.2% | 36,669 | +1.4% | 1.90% | -30.8% |
| Q1 2022 | $2,888,000 | – | 36,163 | – | 2.75% | – |
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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% |