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 | $2,212 | +43.7% | 28,379 | +43.1% | 0.34% | +47.2% |
| Q2 2023 | $1,539 | -99.9% | 19,832 | +14.2% | 0.23% | +10.4% |
| Q1 2023 | $1,286,200 | +7.1% | 17,367 | +7.7% | 0.21% | -0.9% |
| Q4 2022 | $1,201,250 | +19.9% | 16,122 | +6.4% | 0.21% | +2.4% |
| Q3 2022 | $1,002,000 | +7.4% | 15,152 | +11.1% | 0.21% | +10.1% |
| Q2 2022 | $933,000 | -9.1% | 13,644 | +6.2% | 0.19% | +2.2% |
| Q1 2022 | $1,026,000 | +32.9% | 12,849 | +32.7% | 0.18% | +32.1% |
| Q4 2021 | $772,000 | +50.8% | 9,685 | +43.2% | 0.14% | +37.3% |
| Q3 2021 | $512,000 | +103.2% | 6,765 | +103.8% | 0.10% | +104.0% |
| Q2 2021 | $252,000 | – | 3,319 | – | 0.05% | – |
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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% |