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 | $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 | 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% |