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 | $991,758 | +1.2% | 12,723 | +0.8% | 0.42% | +5.6% |
| Q2 2023 | $979,981 | +4.8% | 12,627 | 0.0% | 0.39% | -1.3% |
| Q1 2023 | $935,156 | -3.3% | 12,627 | -2.7% | 0.40% | -9.3% |
| Q4 2022 | $966,693 | +0.9% | 12,974 | -10.5% | 0.44% | -3.9% |
| Q3 2022 | $958,000 | -47.7% | 14,489 | -45.9% | 0.46% | -47.9% |
| Q2 2022 | $1,830,000 | -13.0% | 26,775 | +1.6% | 0.88% | -1.5% |
| Q1 2022 | $2,104,000 | +3.0% | 26,352 | +2.9% | 0.89% | +4.8% |
| Q4 2021 | $2,043,000 | +20.0% | 25,619 | +13.8% | 0.85% | +9.0% |
| Q3 2021 | $1,702,000 | +53.3% | 22,509 | +54.1% | 0.78% | +50.0% |
| Q2 2021 | $1,110,000 | +63.7% | 14,603 | +55.6% | 0.52% | +44.8% |
| Q1 2021 | $678,000 | – | 9,386 | – | 0.36% | – |
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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% |