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 | $2,170,666 | -9.6% | 29,290 | +0.7% | 0.71% | -0.4% |
| Q2 2023 | $2,400,028 | +3.7% | 29,084 | -6.9% | 0.71% | -5.7% |
| Q1 2023 | $2,314,818 | -9.7% | 31,256 | -1.5% | 0.76% | -14.2% |
| Q4 2022 | $2,564,169 | +2.3% | 31,739 | -4.0% | 0.88% | -7.6% |
| Q3 2022 | $2,506,000 | +7.0% | 33,058 | -3.5% | 0.95% | +0.6% |
| Q2 2022 | $2,343,000 | -12.2% | 34,271 | -0.6% | 0.95% | +0.2% |
| Q1 2022 | $2,670,000 | -0.9% | 34,475 | +2.0% | 0.94% | -11.4% |
| Q4 2021 | $2,694,000 | – | 33,787 | – | 1.07% | – |
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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% |