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 | $2,032,399 | -30.2% | 22,653 | -27.1% | 0.08% | -35.0% |
| Q1 2024 | $2,911,841 | -50.7% | 31,073 | -52.7% | 0.12% | -55.5% |
| Q4 2023 | $5,902,725 | -19.9% | 65,732 | -30.5% | 0.26% | -29.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |