AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,608 | -67.1% | 2,689 | -67.2% | 0.00% | -66.7% |
| Q2 2023 | $637,100 | -32.5% | 8,209 | -35.6% | 0.01% | -40.0% |
| Q1 2023 | $944,339 | -2.9% | 12,751 | -2.3% | 0.02% | -6.2% |
| Q4 2022 | $972,654 | +13.0% | 13,054 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $861,000 | -5.9% | 13,021 | -2.7% | 0.02% | -5.9% |
| Q2 2022 | $915,000 | -16.4% | 13,379 | -2.4% | 0.02% | -5.6% |
| Q1 2022 | $1,095,000 | +7.2% | 13,706 | +7.0% | 0.02% | +12.5% |
| Q4 2021 | $1,021,000 | – | 12,806 | – | 0.02% | – |
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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% |