AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,066,048 | +2.4% | 64,991 | +2.0% | 0.75% | +7.6% |
| Q2 2023 | $4,946,396 | +5.0% | 63,734 | +0.2% | 0.70% | -3.6% |
| Q1 2023 | $4,710,290 | +96087.3% | 63,601 | -3.2% | 0.73% | -10.6% |
| Q4 2022 | $4,897 | -99.9% | 65,719 | +21.9% | 0.81% | +17.5% |
| Q3 2022 | $3,566,000 | – | 53,910 | – | 0.69% | – |
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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% |