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 | $15,707,928 | +119.3% | 206,094 | +122.8% | 3.85% | +118.7% |
| Q2 2023 | $7,164,388 | +24.0% | 92,521 | +16.6% | 1.76% | +17.5% |
| Q1 2023 | $5,778,368 | -52.2% | 79,351 | -49.4% | 1.50% | -53.2% |
| Q4 2022 | $12,081,505 | +115.6% | 156,686 | +86.8% | 3.20% | +74.5% |
| Q3 2022 | $5,604,000 | – | 83,901 | – | 1.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |