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 | $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 | 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% |