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 | $3,379,132 | -0.7% | 43,350 | -1.2% | 1.12% | -0.1% |
| Q2 2023 | $3,404,098 | +9.2% | 43,862 | +4.2% | 1.12% | -1.0% |
| Q1 2023 | $3,116,425 | +6.6% | 42,080 | +7.3% | 1.14% | -6.2% |
| Q4 2022 | $2,923,201 | +21.3% | 39,232 | +7.7% | 1.21% | +0.5% |
| Q3 2022 | $2,409,000 | -34.1% | 36,425 | -31.9% | 1.20% | -29.3% |
| Q2 2022 | $3,654,000 | -7.9% | 53,451 | +7.5% | 1.70% | -9.7% |
| Q1 2022 | $3,969,000 | +77.0% | 49,699 | +76.7% | 1.89% | +52.4% |
| Q4 2021 | $2,243,000 | – | 28,132 | – | 1.24% | – |
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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% |