AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,969,347 | +20.0% | 474,270 | +19.5% | 0.03% | +26.1% |
| Q2 2023 | $30,809,928 | +13.0% | 396,984 | +7.9% | 0.02% | +9.5% |
| Q1 2023 | $27,256,376 | +13.0% | 368,031 | +13.6% | 0.02% | +5.0% |
| Q4 2022 | $24,129,095 | -16.3% | 323,837 | -25.7% | 0.02% | -20.0% |
| Q3 2022 | $28,841,000 | -27.4% | 436,064 | -25.0% | 0.02% | -24.2% |
| Q2 2022 | $39,752,000 | -14.0% | 581,513 | +0.4% | 0.03% | +3.1% |
| Q1 2022 | $46,250,000 | +0.1% | 579,142 | -0.0% | 0.03% | +10.3% |
| Q4 2021 | $46,182,000 | -2.6% | 579,151 | -7.7% | 0.03% | -9.4% |
| Q3 2021 | $47,435,000 | +2.1% | 627,358 | +2.7% | 0.03% | 0.0% |
| Q2 2021 | $46,443,000 | +36.6% | 611,086 | +29.8% | 0.03% | +28.0% |
| Q1 2021 | $33,991,000 | -1.9% | 470,718 | -22.8% | 0.02% | -7.4% |
| Q4 2020 | $34,658,000 | +26.7% | 609,745 | -4.5% | 0.03% | +12.5% |
| Q3 2020 | $27,348,000 | +2.5% | 638,667 | -3.0% | 0.02% | -4.0% |
| Q2 2020 | $26,672,000 | +3.5% | 658,411 | -20.4% | 0.02% | -19.4% |
| Q1 2020 | $25,762,000 | -0.4% | 827,551 | +73.6% | 0.03% | +24.0% |
| Q4 2019 | $25,869,000 | – | 476,769 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |