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 | $13,421,386 | +5.9% | 172,179 | +5.4% | 11.40% | +22.2% |
| Q2 2023 | $12,677,004 | +34.4% | 163,342 | +46.4% | 9.33% | +19.4% |
| Q1 2023 | $9,430,809 | +31.0% | 111,600 | +15.5% | 7.81% | +27.4% |
| Q4 2022 | $7,201,751 | +19.3% | 96,653 | +5.9% | 6.13% | +12.7% |
| Q3 2022 | $6,038,000 | +4.6% | 91,282 | +8.1% | 5.44% | +8.6% |
| Q2 2022 | $5,774,000 | -9.8% | 84,428 | +5.3% | 5.00% | +6.4% |
| Q1 2022 | $6,403,000 | +22.4% | 80,141 | +22.3% | 4.71% | +15.5% |
| Q4 2021 | $5,231,000 | – | 65,509 | – | 4.08% | – |
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% |