AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 260 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,074,470 | -3.9% | 11,976 | +0.4% | 0.55% | -5.1% |
| Q1 2024 | $1,117,882 | +5.9% | 11,929 | +1.4% | 0.58% | -12.2% |
| Q4 2023 | $1,056,009 | +15.5% | 11,760 | +0.3% | 0.66% | +5.4% |
| Q3 2023 | $914,210 | +0.7% | 11,728 | +0.3% | 0.63% | +3.8% |
| Q2 2023 | $907,910 | +4.2% | 11,698 | -0.5% | 0.61% | +3.2% |
| Q1 2023 | $871,105 | +4.5% | 11,762 | +5.1% | 0.59% | -3.4% |
| Q4 2022 | $833,733 | +41.8% | 11,190 | +25.8% | 0.61% | +27.3% |
| Q3 2022 | $588,000 | +13.7% | 8,893 | +17.5% | 0.48% | +12.7% |
| Q2 2022 | $517,000 | – | 7,567 | – | 0.42% | – |
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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% |