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 | $1,597,042 | +45.1% | 20,488 | +44.4% | 0.08% | +31.6% |
Q2 2023 | $1,100,796 | +9.0% | 14,184 | +4.1% | 0.06% | -3.4% |
Q1 2023 | $1,009,461 | +13.3% | 13,630 | +14.0% | 0.06% | -3.3% |
Q4 2022 | $891,196 | +8.9% | 11,961 | -3.3% | 0.06% | -1.6% |
Q3 2022 | $818,000 | -1.3% | 12,372 | +2.1% | 0.06% | -3.1% |
Q2 2022 | $829,000 | – | 12,122 | – | 0.06% | – |
Download |
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% |