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 | $4,037,565 | +31.7% | 51,797 | +31.2% | 0.50% | +37.3% |
| Q2 2023 | $3,064,783 | +47.7% | 39,490 | +41.0% | 0.37% | +35.9% |
| Q1 2023 | $2,074,697 | +76.8% | 28,014 | +77.8% | 0.27% | +65.6% |
| Q4 2022 | $1,173,756 | +42.3% | 15,753 | +26.4% | 0.16% | +28.3% |
| Q3 2022 | $825,000 | +20.4% | 12,467 | +24.4% | 0.13% | +22.1% |
| Q2 2022 | $685,000 | -12.0% | 10,023 | +2.8% | 0.10% | +1.0% |
| Q1 2022 | $778,000 | +37.5% | 9,746 | +37.2% | 0.10% | +49.3% |
| Q4 2021 | $566,000 | +293.1% | 7,101 | +274.1% | 0.07% | +263.2% |
| Q3 2021 | $144,000 | – | 1,898 | – | 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% |