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 | $67,426,820 | +5.3% | 865,001 | +4.8% | 4.00% | +3.3% |
| Q2 2023 | $64,051,340 | +13.8% | 825,298 | +8.6% | 3.87% | +6.3% |
| Q1 2023 | $56,275,186 | +9.1% | 759,859 | +9.8% | 3.64% | -2.2% |
| Q4 2022 | $51,582,360 | +45.7% | 692,288 | +29.3% | 3.72% | +23.5% |
| Q3 2022 | $35,412,000 | +10.4% | 535,408 | +14.1% | 3.01% | +6.7% |
| Q2 2022 | $32,090,000 | -0.1% | 469,421 | +16.7% | 2.82% | +5.2% |
| Q1 2022 | $32,129,000 | +46.4% | 402,312 | +46.2% | 2.68% | +40.9% |
| Q4 2021 | $21,948,000 | +77.6% | 275,246 | +68.4% | 1.90% | +45.0% |
| Q3 2021 | $12,358,000 | +17.5% | 163,445 | +18.2% | 1.31% | -11.3% |
| Q2 2021 | $10,513,000 | +54.0% | 138,327 | +46.3% | 1.48% | +26.5% |
| Q1 2021 | $6,827,000 | +75.8% | 94,537 | +48.3% | 1.17% | +63.9% |
| Q4 2020 | $3,884,000 | – | 63,751 | – | 0.72% | – |
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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% |