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 | $359 | +0.8% | 4,012 | +5.8% | 0.23% | -2.9% |
| Q1 2024 | $356 | +4.7% | 3,791 | 0.0% | 0.24% | -1.2% |
| Q4 2023 | $340 | +15.3% | 3,791 | 0.0% | 0.24% | +3.8% |
| Q3 2023 | $295 | +0.3% | 3,791 | 0.0% | 0.24% | +3.5% |
| Q2 2023 | $294 | +5.0% | 3,791 | 0.0% | 0.23% | +1.8% |
| Q1 2023 | $280 | -0.7% | 3,791 | 0.0% | 0.22% | -8.2% |
| Q4 2022 | $282 | -99.9% | 3,791 | 0.0% | 0.24% | -5.4% |
| Q3 2022 | $251,000 | -3.1% | 3,791 | 0.0% | 0.26% | -4.1% |
| Q2 2022 | $259,000 | -14.5% | 3,791 | 0.0% | 0.27% | -7.6% |
| Q1 2022 | $303,000 | +0.3% | 3,791 | 0.0% | 0.29% | +1.4% |
| Q4 2021 | $302,000 | – | 3,791 | – | 0.29% | – |
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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% |