OXFORD FINANCIAL GROUP, LTD. LLC - AMERICAN CENTY ETF TR ownership

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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$64,686,968
-3.1%
720,987
+1.2%
4.27%
-7.9%
Q1 2024$66,768,161
+3.6%
712,498
-0.7%
4.63%
-2.0%
Q4 2023$64,460,321
+21.0%
717,821
+5.1%
4.73%
+2.8%
Q3 2023$53,252,060683,1574.60%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Unison Advisors LLC 2,227,129$126,590,00028.56%
SOUNDMARK WEALTH MANAGEMENT, LLC 223,918$12,727,0008.12%
Shone Asset Management LLC 167,726$9,445,0007.34%
Merriman Wealth Management, LLC 987,275$56,117,0006.02%
SAGE RHINO CAPITAL LLC 157,810$8,970,0003.54%
Marquette Asset Management, LLC 251,908$14,318,0003.30%
PrairieView Partners, LLC 294,599$16,745,0002.95%
Plancorp, LLC 164,633$9,358,0002.31%
Sterneck Capital Management, LLC 50,377$2,863,0002.15%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 95,017$5,401,0001.65%
View complete list of AMERICAN CENTY ETF TR shareholders