AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,878,521 | +5.7% | 20,938 | +10.4% | 0.62% | +1.1% |
| Q1 2024 | $1,777,929 | +13.1% | 18,973 | +8.4% | 0.61% | +2.2% |
| Q4 2023 | $1,571,951 | +3.2% | 17,505 | -10.5% | 0.60% | -9.7% |
| Q3 2023 | $1,523,730 | -1.3% | 19,548 | -1.7% | 0.66% | +1.7% |
| Q2 2023 | $1,543,118 | +10.0% | 19,883 | +4.9% | 0.65% | +1.4% |
| Q1 2023 | $1,403,411 | -0.6% | 18,950 | +0.0% | 0.64% | -9.9% |
| Q4 2022 | $1,411,587 | – | 18,945 | – | 0.71% | – |
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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% |