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 | $4,445 | +20.4% | 57,022 | +19.9% | 0.07% | +19.0% |
| Q2 2023 | $3,692 | +29.1% | 47,577 | +23.2% | 0.06% | +18.4% |
| Q1 2023 | $2,860 | -99.9% | 38,619 | +8.7% | 0.05% | +4.3% |
| Q4 2022 | $2,647,000 | -99.8% | 35,520 | +52.2% | 0.05% | +51.6% |
| Q3 2022 | $1,543,000,000 | +152370.4% | 23,333 | +57.6% | 0.03% | +55.0% |
| Q2 2022 | $1,012,000 | +30.9% | 14,806 | +53.0% | 0.02% | +42.9% |
| Q1 2022 | $773,000 | -99.8% | 9,675 | +56.1% | 0.01% | +55.6% |
| Q4 2021 | $494,000,000 | – | 6,197 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |