AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 354 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,669,618 | -0.9% | 40,901 | +3.5% | 0.04% | -4.9% |
| Q1 2024 | $3,701,505 | -6.5% | 39,500 | -10.4% | 0.04% | -24.1% |
| Q4 2023 | $3,958,423 | -23.3% | 44,080 | -33.4% | 0.05% | -31.6% |
| Q3 2023 | $5,158,517 | -0.9% | 66,177 | -1.3% | 0.08% | +1.3% |
| Q2 2023 | $5,204,006 | -1.3% | 67,053 | -5.8% | 0.08% | -7.1% |
| Q1 2023 | $5,270,333 | -69.5% | 71,163 | -69.3% | 0.08% | -71.4% |
| Q4 2022 | $17,269,337 | +1134.4% | 231,772 | +995.7% | 0.29% | +1030.8% |
| Q3 2022 | $1,399,000 | -2.8% | 21,152 | +0.5% | 0.03% | 0.0% |
| Q2 2022 | $1,439,000 | -21.0% | 21,046 | -7.7% | 0.03% | -7.1% |
| Q1 2022 | $1,821,000 | +22.9% | 22,803 | +22.7% | 0.03% | +21.7% |
| Q4 2021 | $1,482,000 | +22.6% | 18,583 | +16.2% | 0.02% | +9.5% |
| Q3 2021 | $1,209,000 | – | 15,996 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 306,117 | $27,464,854 | 24.78% |
| Meredith Wealth Planning | 451,357 | $40,495,711 | 21.22% |
| EAGLE WEALTH STRATEGIES LLC | 264,684 | $23,747,440 | 19.20% |
| QUARRY HILL ADVISORS, LLC | 314,381 | $28,206,258 | 18.87% |
| MB Generational Wealth, LLC | 223,987 | $20,096,141 | 15.58% |
| Mason Investment Advisory Services, Inc. | 2,730,762 | $245,003,951 | 15.17% |
| Merriman Wealth Management, LLC | 3,655,898 | $328,007,146 | 14.34% |
| Objectivity Squared, LLC | 181,104 | $17,762,640 | 13.58% |
| SATOVSKY ASSET MANAGEMENT LLC | 621,720 | $55,780,706 | 13.40% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 343,896 | $30,854,349 | 12.92% |