AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,040,880 | -4.7% | 11,601 | -1.8% | 0.30% | -6.9% |
| Q1 2024 | $1,091,732 | +10.7% | 11,811 | +3.6% | 0.32% | +7.4% |
| Q4 2023 | $986,268 | +8.3% | 11,402 | -2.4% | 0.30% | -0.7% |
| Q3 2023 | $910,446 | -2.6% | 11,680 | -3.0% | 0.30% | +3.5% |
| Q2 2023 | $934,792 | +26.4% | 12,045 | +20.6% | 0.29% | +28.6% |
| Q1 2023 | $739,838 | +6.6% | 9,990 | +10.0% | 0.22% | +30.2% |
| Q4 2022 | $694,097 | +25.7% | 9,084 | +14.3% | 0.17% | +15.4% |
| Q3 2022 | $552,000 | +7.0% | 7,946 | +5.2% | 0.15% | +11.2% |
| Q2 2022 | $516,000 | -3.2% | 7,554 | +5.4% | 0.13% | -3.6% |
| Q1 2022 | $533,000 | – | 7,167 | – | 0.14% | – |
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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% |