AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,058,002 | +11.5% | 22,938 | +16.5% | 0.06% | +4.8% |
| Q1 2024 | $1,845,433 | +10.0% | 19,693 | +2.7% | 0.06% | -1.6% |
| Q4 2023 | $1,677,112 | +5.0% | 19,174 | -6.4% | 0.06% | -16.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |