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 | $268,580 | +4.1% | 3,446 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $258,012 | +11.2% | 3,324 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $231,983 | +0.9% | 3,132 | +1.5% | 0.01% | -7.1% |
| Q4 2022 | $230,024 | +360.0% | 3,087 | +326.4% | 0.01% | +366.7% |
| Q3 2022 | $50,000 | 0.0% | 724 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -46.8% | 724 | -38.5% | 0.00% | -50.0% |
| Q4 2021 | $94,000 | +9.3% | 1,178 | +3.1% | 0.01% | +100.0% |
| Q3 2021 | $86,000 | +6.2% | 1,143 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $81,000 | – | 1,070 | – | 0.00% | – |
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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% |