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 | $1,840,711 | +0.4% | 23,614 | -0.1% | 0.01% | 0.0% |
| Q2 2023 | $1,833,924 | +4.8% | 23,630 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,750,037 | -0.9% | 23,630 | -0.3% | 0.01% | +16.7% |
| Q4 2022 | $1,765,887 | +13.3% | 23,700 | +0.6% | 0.01% | -14.3% |
| Q3 2022 | $1,558,000 | -3.8% | 23,569 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $1,620,000 | -4.4% | 23,700 | +11.6% | 0.01% | +16.7% |
| Q1 2022 | $1,695,000 | -13.4% | 21,232 | -13.6% | 0.01% | 0.0% |
| Q4 2021 | $1,958,000 | – | 24,566 | – | 0.01% | – |
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% |