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 | $26,050,606 | +8.0% | 290,356 | +12.8% | 0.18% | +1.2% |
| Q1 2024 | $24,114,442 | -2.4% | 257,331 | -6.5% | 0.17% | -9.9% |
| Q4 2023 | $24,716,928 | +22.4% | 275,246 | +6.2% | 0.19% | +6.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |