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 | $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 ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |