AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,886,771 | -30.0% | 37,034 | -42.6% | 0.13% | +42.9% |
| Q2 2023 | $4,121,799 | +96.2% | 64,498 | +54.1% | 0.09% | 0.0% |
| Q1 2023 | $2,100,718 | +112478.7% | 41,846 | +12.7% | 0.09% | +82.0% |
| Q4 2022 | $1,866 | -99.9% | 37,127 | +2.7% | 0.05% | +6.4% |
| Q3 2022 | $1,812,000 | +4.5% | 36,161 | +4.6% | 0.05% | -14.5% |
| Q2 2022 | $1,734,000 | -47.6% | 34,569 | -47.6% | 0.06% | +34.1% |
| Q1 2022 | $3,307,000 | +53.9% | 65,913 | +144.1% | 0.04% | -2.4% |
| Q4 2021 | $2,149,000 | +14.2% | 27,005 | +8.4% | 0.04% | +10.5% |
| Q3 2021 | $1,882,000 | – | 24,921 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |