AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,210,761 | -1.6% | 336,251 | -2.1% | 2.40% | +0.1% |
| Q2 2023 | $26,649,069 | +18.0% | 343,372 | +12.6% | 2.40% | +26.3% |
| Q1 2023 | $22,577,434 | +629.2% | 304,853 | +633.6% | 1.90% | +543.1% |
| Q4 2022 | $3,096,114 | +25.3% | 41,553 | +11.2% | 0.30% | 0.0% |
| Q3 2022 | $2,471,000 | +2.1% | 37,354 | +5.6% | 0.30% | +5.0% |
| Q2 2022 | $2,419,000 | +1.9% | 35,385 | +19.1% | 0.28% | +15.6% |
| Q1 2022 | $2,373,000 | +394.4% | 29,714 | +394.0% | 0.24% | +406.2% |
| Q4 2021 | $480,000 | – | 6,015 | – | 0.05% | – |
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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% |