AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 443 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,016,991 | +3.4% | 55,918 | +8.0% | 0.75% | +1.3% |
| Q1 2024 | $4,851,513 | -29.6% | 51,772 | -32.5% | 0.74% | -19.8% |
| Q4 2023 | $6,887,546 | +9620.3% | 76,699 | +8337.7% | 0.92% | +6066.7% |
| Q3 2023 | $70,857 | +4173.6% | 909 | -95.7% | 0.02% | -94.4% |
| Q2 2023 | $1,658 | +19.9% | 21,369 | +14.4% | 0.27% | +17.6% |
| Q1 2023 | $1,383 | -5.1% | 18,678 | -4.5% | 0.23% | -16.8% |
| Q4 2022 | $1,457 | -97.9% | 19,556 | +2051.4% | 0.27% | +1720.0% |
| Q3 2022 | $70,857 | – | 909 | – | 0.02% | – |
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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% |