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 | $2,207 | +15.7% | 28,310 | +15.2% | 0.01% | +16.7% |
| Q2 2023 | $1,907 | +28.7% | 24,573 | +22.8% | 0.01% | +20.0% |
| Q1 2023 | $1,482 | +29.8% | 20,005 | +30.5% | 0.01% | +25.0% |
| Q4 2022 | $1,142 | -99.9% | 15,327 | +21.5% | 0.00% | +33.3% |
| Q3 2022 | $863,000 | 0.0% | 12,618 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $863,000 | -11.2% | 12,618 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $972,000 | +4.4% | 12,171 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $931,000 | +21.2% | 11,676 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $768,000 | – | 10,160 | – | 0.00% | – |
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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% |