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 | $2,496,427 | -3.1% | 32,026 | -3.5% | 0.67% | +1.5% |
| Q2 2023 | $2,575,488 | +5.1% | 33,185 | +0.3% | 0.66% | +2.8% |
| Q1 2023 | $2,450,868 | +0.8% | 33,093 | +1.4% | 0.64% | -6.7% |
| Q4 2022 | $2,430,815 | +3.8% | 32,624 | -7.8% | 0.68% | +7.7% |
| Q3 2022 | $2,341,092 | +15.1% | 35,396 | +18.9% | 0.64% | +20.2% |
| Q2 2022 | $2,034,668 | +8.5% | 29,764 | +26.7% | 0.53% | +14.8% |
| Q1 2022 | $1,875,992 | -2.3% | 23,491 | -2.5% | 0.46% | -13.0% |
| Q4 2021 | $1,920,778 | +17.1% | 24,088 | +11.1% | 0.53% | +22.7% |
| Q3 2021 | $1,639,603 | +111.9% | 21,685 | +113.0% | 0.43% | +107.7% |
| Q2 2021 | $773,908 | +5.2% | 10,183 | 0.0% | 0.21% | -1.0% |
| Q1 2021 | $735,314 | +26.8% | 10,183 | -0.2% | 0.21% | +14.8% |
| Q4 2020 | $579,825 | – | 10,201 | – | 0.18% | – |
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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% |