AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 622 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,130,841 | +5.5% | 57,187 | +10.2% | 1.38% | +1.2% |
| Q1 2024 | $4,864,515 | +135.8% | 51,910 | +126.0% | 1.36% | +114.2% |
| Q4 2023 | $2,063,096 | +7.1% | 22,974 | -7.1% | 0.64% | -2.8% |
| Q3 2023 | $1,926,706 | +4.8% | 24,717 | +4.4% | 0.65% | +7.8% |
| Q2 2023 | $1,838,092 | +14.1% | 23,683 | +8.9% | 0.61% | +3.9% |
| Q1 2023 | $1,611,203 | +3.0% | 21,755 | +3.6% | 0.58% | -5.0% |
| Q4 2022 | $1,563,953 | +19.6% | 20,990 | +6.2% | 0.61% | +5.9% |
| Q3 2022 | $1,308,000 | +51.2% | 19,771 | +56.2% | 0.58% | +67.1% |
| Q2 2022 | $865,000 | – | 12,660 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 309,300 | $28,984,501 | 26.39% |
| Meredith Wealth Planning | 445,174 | $41,717,262 | 23.27% |
| QUARRY HILL ADVISORS, LLC | 291,191 | $27,287,486 | 20.08% |
| EAGLE WEALTH STRATEGIES LLC | 258,157 | $24,005,979 | 19.50% |
| Mason Investment Advisory Services, Inc. | 2,718,469 | $254,747,712 | 17.62% |
| Shotwell Rutter Baer Inc | 90,908 | $8,378,945 | 16.99% |
| SATOVSKY ASSET MANAGEMENT LLC | 617,160 | $57,834,108 | 16.92% |
| MB Generational Wealth, LLC | 218,757 | $20,499,747 | 16.09% |
| Merriman Wealth Management, LLC | 3,568,828 | $334,434,831 | 14.91% |
| Creative Capital Management Investments LLC | 285,565 | $26,760,296 | 13.83% |