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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,893 | +4.8% | 15,252 | +4.4% | 0.83% | +9.5% |
| Q2 2023 | $1,134,348 | +23.7% | 14,616 | +18.0% | 0.76% | +18.8% |
| Q1 2023 | $917,233 | +16.9% | 12,385 | +17.6% | 0.64% | +8.7% |
| Q4 2022 | $784,739 | +11.6% | 10,532 | -0.9% | 0.59% | +6.5% |
| Q3 2022 | $703,000 | -9.1% | 10,633 | -6.0% | 0.55% | +1.1% |
| Q2 2022 | $773,000 | -4.6% | 11,315 | +11.5% | 0.55% | +10.8% |
| Q1 2022 | $810,000 | +80.4% | 10,148 | +80.2% | 0.49% | +73.0% |
| Q4 2021 | $449,000 | +55.4% | 5,633 | +47.6% | 0.28% | +66.7% |
| Q3 2021 | $289,000 | +35.0% | 3,816 | +35.3% | 0.17% | +33.6% |
| Q2 2021 | $214,000 | – | 2,821 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |