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 | $3,216,061 | -2.0% | 41,258 | -2.4% | 1.92% | -7.7% |
| Q2 2023 | $3,280,575 | +25.4% | 42,270 | +19.6% | 2.08% | +14.9% |
| Q1 2023 | $2,616,910 | +50.6% | 35,335 | +51.6% | 1.81% | +44.0% |
| Q4 2022 | $1,737,201 | +18.3% | 23,315 | +5.1% | 1.26% | -18.0% |
| Q3 2022 | $1,468,000 | +80.1% | 22,192 | +86.0% | 1.54% | +47.6% |
| Q2 2022 | $815,000 | +24.2% | 11,929 | +45.3% | 1.04% | +52.0% |
| Q1 2022 | $656,000 | +3.8% | 8,211 | +3.5% | 0.68% | +1.3% |
| Q4 2021 | $632,000 | +36.5% | 7,931 | +29.5% | 0.68% | -12.9% |
| Q3 2021 | $463,000 | – | 6,122 | – | 0.78% | – |
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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% |