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 | $20,199,496 | +12.8% | 259,134 | +13.3% | 0.18% | +15.4% |
| Q2 2023 | $17,906,453 | +28.7% | 228,776 | +21.8% | 0.16% | +17.3% |
| Q1 2023 | $13,908,492 | +1477.8% | 187,801 | +140.4% | 0.13% | +202.3% |
| Q4 2022 | $881,487 | -19.5% | 78,130 | +372.2% | 0.04% | +238.5% |
| Q3 2022 | $1,095,000 | +372.0% | 16,545 | +386.6% | 0.01% | +550.0% |
| Q2 2022 | $232,000 | -1.3% | 3,400 | +15.6% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | – | 2,940 | – | 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% |