AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $60,411,000 | +2.7% | 673,319 | +7.3% | 0.01% | +7.7% |
| Q1 2024 | $58,827,000 | +26.4% | 627,741 | +21.1% | 0.01% | +18.2% |
| Q4 2023 | $46,552,000 | +21.2% | 518,396 | +5.2% | 0.01% | +10.0% |
| Q3 2023 | $38,419,000 | +20.4% | 492,881 | +19.9% | 0.01% | +25.0% |
| Q2 2023 | $31,913,000 | -6.7% | 411,207 | -10.9% | 0.01% | -20.0% |
| Q1 2023 | $34,194,000 | +22.0% | 461,687 | +22.7% | 0.01% | +25.0% |
| Q4 2022 | $28,028,000 | +52.4% | 376,281 | +35.4% | 0.01% | +33.3% |
| Q3 2022 | $18,386,000 | -5.1% | 277,974 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $19,372,000 | +188.3% | 283,403 | +236.9% | 0.01% | +200.0% |
| Q1 2022 | $6,719,000 | -25.2% | 84,126 | -25.3% | 0.00% | 0.0% |
| Q4 2021 | $8,983,000 | +490.2% | 112,660 | +459.8% | 0.00% | – |
| Q3 2021 | $1,522,000 | -34.3% | 20,124 | -33.9% | 0.00% | -100.0% |
| Q2 2021 | $2,315,000 | -46.4% | 30,460 | -49.1% | 0.00% | 0.0% |
| Q1 2021 | $4,318,000 | +3590.6% | 59,805 | +2817.3% | 0.00% | – |
| Q4 2020 | $117,000 | +88.7% | 2,050 | +40.9% | 0.00% | – |
| Q3 2020 | $62,000 | +34.8% | 1,455 | +29.3% | 0.00% | – |
| Q2 2020 | $46,000 | -17.9% | 1,125 | -37.1% | 0.00% | – |
| Q1 2020 | $56,000 | – | 1,788 | – | 0.00% | – |
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% |