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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $85,206 | -0.1% | 949,691 | +4.4% | 5.93% | -1.4% |
| Q1 2024 | $85,255 | +4.5% | 909,776 | +0.2% | 6.02% | -1.9% |
| Q4 2023 | $81,554 | +17.8% | 908,177 | +2.3% | 6.14% | +3.7% |
| Q3 2023 | $69,229 | -8.7% | 888,118 | -9.1% | 5.91% | +2.9% |
| Q2 2023 | $75,818 | +8.0% | 976,911 | +3.1% | 5.75% | +1.4% |
| Q1 2023 | $70,198 | +13.9% | 947,847 | +14.6% | 5.67% | +2.0% |
| Q4 2022 | $61,620 | -99.7% | 826,997 | +169.6% | 5.56% | +131.3% |
| Q3 2022 | $20,292,000 | +11.7% | 306,798 | +15.4% | 2.40% | +15.8% |
| Q2 2022 | $18,171,000 | +40.8% | 265,808 | +64.5% | 2.08% | +62.7% |
| Q1 2022 | $12,903,000 | +344.8% | 161,572 | +344.2% | 1.28% | +357.0% |
| Q4 2021 | $2,901,000 | +4816.9% | 36,375 | +4587.5% | 0.28% | +4550.0% |
| Q2 2021 | $59,000 | -10.6% | 776 | -15.6% | 0.01% | -14.3% |
| Q1 2021 | $66,000 | +26.9% | 919 | +0.3% | 0.01% | +16.7% |
| Q4 2020 | $52,000 | +33.3% | 916 | +0.5% | 0.01% | +20.0% |
| Q3 2020 | $39,000 | -50.6% | 911 | -53.2% | 0.01% | -54.5% |
| Q2 2020 | $79,000 | -7.1% | 1,946 | -29.1% | 0.01% | -15.4% |
| Q1 2020 | $85,000 | -77.0% | 2,745 | -59.7% | 0.01% | -74.5% |
| Q4 2019 | $369,000 | – | 6,807 | – | 0.05% | – |
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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% |