AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,235,354 | +14.3% | 24,893 | -0.8% | 0.67% | +7.1% |
Q3 2023 | $1,955,911 | -15.9% | 25,092 | -16.3% | 0.62% | -16.4% |
Q2 2023 | $2,326,941 | +12.5% | 29,982 | +7.4% | 0.74% | +7.1% |
Q1 2023 | $2,068,357 | -0.5% | 27,928 | +0.1% | 0.70% | -7.6% |
Q4 2022 | $2,078,194 | +8.2% | 27,891 | -3.9% | 0.75% | -0.1% |
Q3 2022 | $1,920,000 | +8.6% | 29,028 | +12.2% | 0.75% | +16.2% |
Q2 2022 | $1,768,000 | -14.3% | 25,864 | +0.2% | 0.65% | -1.5% |
Q1 2022 | $2,062,000 | +0.6% | 25,823 | +0.5% | 0.66% | -1.5% |
Q4 2021 | $2,049,000 | +4.4% | 25,694 | -1.0% | 0.67% | -3.6% |
Q3 2021 | $1,962,000 | +1.0% | 25,948 | +1.5% | 0.69% | -3.6% |
Q2 2021 | $1,943,000 | +5.7% | 25,559 | +0.4% | 0.72% | +7.3% |
Q1 2021 | $1,838,000 | +36.8% | 25,447 | +7.6% | 0.67% | +26.4% |
Q4 2020 | $1,344,000 | +33.2% | 23,651 | +0.3% | 0.53% | +17.8% |
Q3 2020 | $1,009,000 | -17.0% | 23,582 | -21.4% | 0.45% | -19.2% |
Q2 2020 | $1,215,000 | +48.9% | 30,003 | +14.5% | 0.56% | +29.5% |
Q1 2020 | $816,000 | – | 26,212 | – | 0.43% | – |
Download |
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% |