AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,250,527 | +5.5% | 246,960 | +5.1% | 0.06% | -42.1% |
| Q2 2023 | $18,243,021 | -13.2% | 235,060 | -17.2% | 0.10% | +111.1% |
| Q1 2023 | $21,022,449 | -4.5% | 283,857 | -3.9% | 0.04% | -8.2% |
| Q4 2022 | $22,004,964 | +49.3% | 295,329 | +32.6% | 0.05% | +25.6% |
| Q3 2022 | $14,734,000 | +7.9% | 222,769 | +11.5% | 0.04% | +11.4% |
| Q2 2022 | $13,656,000 | +41.6% | 199,768 | +65.5% | 0.04% | +66.7% |
| Q1 2022 | $9,641,000 | +50.9% | 120,729 | +50.7% | 0.02% | +50.0% |
| Q4 2021 | $6,388,000 | +365.6% | 80,108 | +341.4% | 0.01% | +366.7% |
| Q3 2021 | $1,372,000 | +178.9% | 18,148 | +180.4% | 0.00% | +200.0% |
| Q2 2021 | $492,000 | – | 6,472 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |