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 | $6,484 | +9.7% | 83,185 | +9.2% | 0.68% | +10.3% |
| Q2 2023 | $5,910 | +30.0% | 76,151 | +24.1% | 0.62% | +25.2% |
| Q1 2023 | $4,545 | +3.4% | 61,364 | +4.0% | 0.50% | +2.5% |
| Q4 2022 | $4,395 | -99.9% | 58,988 | -4.4% | 0.48% | +11.3% |
| Q3 2022 | $4,082,000 | +28.1% | 61,722 | +32.4% | 0.44% | +3.1% |
| Q2 2022 | $3,186,000 | +3.4% | 46,602 | +20.8% | 0.42% | +34.4% |
| Q1 2022 | $3,080,000 | +1216.2% | 38,570 | +1214.1% | 0.31% | +1552.6% |
| Q4 2021 | $234,000 | – | 2,935 | – | 0.02% | – |
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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% |