AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,821 | +0.8% | 9,299 | +0.4% | 0.06% | +1.7% |
| Q2 2023 | $719,041 | +5.2% | 9,265 | +0.4% | 0.06% | -1.7% |
| Q1 2023 | $683,492 | -0.3% | 9,229 | +0.3% | 0.06% | -1.7% |
| Q4 2022 | $685,261 | +13.1% | 9,197 | +0.4% | 0.06% | 0.0% |
| Q3 2022 | $606,000 | -2.7% | 9,156 | +0.4% | 0.06% | -1.6% |
| Q2 2022 | $623,000 | -14.7% | 9,119 | -0.2% | 0.06% | -1.6% |
| Q1 2022 | $730,000 | +0.4% | 9,138 | +0.2% | 0.06% | 0.0% |
| Q4 2021 | $727,000 | +6.0% | 9,118 | +0.5% | 0.06% | -3.1% |
| Q3 2021 | $686,000 | -0.4% | 9,072 | +0.1% | 0.06% | -3.0% |
| Q2 2021 | $689,000 | +5.5% | 9,062 | +0.2% | 0.07% | -2.9% |
| Q1 2021 | $653,000 | +27.3% | 9,046 | +0.3% | 0.07% | +15.3% |
| Q4 2020 | $513,000 | +32.9% | 9,020 | 0.0% | 0.06% | +13.5% |
| Q3 2020 | $386,000 | – | 9,020 | – | 0.05% | – |
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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% |