AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 414 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,204 | +3.0% | 147,172 | +7.6% | 0.03% | 0.0% |
| Q1 2024 | $12,814 | +389.6% | 136,742 | +369.2% | 0.03% | +325.0% |
| Q4 2023 | $2,617 | +18.6% | 29,146 | +3.0% | 0.01% | +14.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |