AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |