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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,123,743 | -5.9% | 12,525 | -2.5% | 0.02% | -9.1% |
| Q1 2024 | $1,194,364 | +29.8% | 12,844 | +25.3% | 0.02% | +22.2% |
| Q4 2023 | $920,180 | +21.3% | 10,247 | 0.0% | 0.02% | +5.9% |
| Q3 2023 | $758,688 | +185.7% | 10,247 | +187.5% | 0.02% | +240.0% |
| Q4 2022 | $265,553 | -20.5% | 3,564 | -27.0% | 0.01% | -16.7% |
| Q2 2022 | $334,000 | -16.7% | 4,883 | -3.0% | 0.01% | -14.3% |
| Q1 2022 | $401,000 | 0.0% | 5,033 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $401,000 | +54.2% | 5,033 | -17.1% | 0.01% | 0.0% |
| Q3 2020 | $260,000 | +5.7% | 6,074 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $246,000 | -30.7% | 6,074 | -7.1% | 0.01% | -25.0% |
| Q4 2019 | $355,000 | – | 6,540 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |