AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 194 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,412 | +0.9% | 1,013 | +4.0% | 0.00% | – |
| Q2 2023 | $76,751 | +314.2% | 974 | +289.6% | 0.00% | – |
| Q1 2023 | $18,530 | -0.5% | 250 | 0.0% | 0.00% | – |
| Q4 2022 | $18,622 | +16.4% | 250 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -5.9% | 250 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 250 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2021 | $20,000 | – | 250 | – | 0.00% | – |
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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% |