AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,450 | +5.3% | 762,670 | +4.9% | 0.12% | +7.0% |
| Q2 2023 | $56,439 | +17.1% | 727,218 | +11.7% | 0.12% | +13.9% |
| Q1 2023 | $48,216 | +15.6% | 651,050 | +16.3% | 0.10% | +1.0% |
| Q4 2022 | $41,701 | -99.9% | 559,679 | +16.0% | 0.10% | +22.0% |
| Q3 2022 | $31,909,000 | +24.4% | 482,451 | +28.6% | 0.08% | +22.4% |
| Q2 2022 | $25,643,000 | +37.9% | 375,125 | +61.0% | 0.07% | +55.8% |
| Q1 2022 | $18,602,000 | +17.5% | 232,937 | +17.3% | 0.04% | +19.4% |
| Q4 2021 | $15,828,000 | +41.4% | 198,499 | +34.1% | 0.04% | +28.6% |
| Q3 2021 | $11,190,000 | +56.4% | 148,008 | +57.2% | 0.03% | +55.6% |
| Q2 2021 | $7,154,000 | +29.6% | 94,135 | +23.1% | 0.02% | +12.5% |
| Q1 2021 | $5,519,000 | +43.2% | 76,440 | +12.7% | 0.02% | +33.3% |
| Q4 2020 | $3,854,000 | +101.1% | 67,809 | +51.5% | 0.01% | +71.4% |
| Q3 2020 | $1,916,000 | +190.3% | 44,762 | +174.6% | 0.01% | +250.0% |
| Q2 2020 | $660,000 | +225.1% | 16,298 | +148.9% | 0.00% | +100.0% |
| Q1 2020 | $203,000 | – | 6,549 | – | 0.00% | – |
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% |