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 | $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 ↓ |
|---|---|---|---|
| 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% |