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 | $7,367,640 | +4.7% | 94,517 | +4.2% | 0.37% | +1.9% |
| Q2 2023 | $7,036,821 | -6.5% | 90,669 | -10.7% | 0.37% | -14.5% |
| Q1 2023 | $7,522,779 | -61.8% | 101,577 | -61.5% | 0.43% | -65.3% |
| Q4 2022 | $19,672,719 | +425.6% | 264,028 | +366.5% | 1.24% | +335.2% |
| Q3 2022 | $3,743,000 | +30.1% | 56,595 | +34.5% | 0.28% | +11.8% |
| Q2 2022 | $2,876,000 | -17.8% | 42,067 | -4.0% | 0.25% | -4.2% |
| Q1 2022 | $3,499,000 | +5.4% | 43,811 | +5.2% | 0.26% | +8.2% |
| Q4 2021 | $3,320,000 | +12.6% | 41,634 | +6.8% | 0.24% | +2.1% |
| Q3 2021 | $2,948,000 | +54.6% | 38,994 | +55.4% | 0.24% | +98.3% |
| Q2 2021 | $1,907,000 | – | 25,089 | – | 0.12% | – |
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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% |