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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,114,772 | +0.7% | 35,675 | -10.1% | 0.17% | -20.5% |
| Q3 2023 | $3,094,587 | +0.1% | 39,700 | -0.4% | 0.22% | -0.5% |
| Q2 2023 | $3,092,051 | +19.2% | 39,841 | +14.4% | 0.22% | -7.2% |
| Q4 2022 | $2,595,046 | +13.5% | 34,828 | +0.7% | 0.24% | -10.9% |
| Q3 2022 | $2,287,000 | +0.2% | 34,581 | +3.6% | 0.27% | -2.2% |
| Q2 2022 | $2,282,000 | -21.4% | 33,380 | -8.2% | 0.27% | -33.5% |
| Q1 2022 | $2,905,000 | +13.7% | 36,378 | +13.5% | 0.41% | +25.5% |
| Q4 2021 | $2,556,000 | -10.7% | 32,048 | -15.3% | 0.33% | +38.7% |
| Q3 2021 | $2,862,000 | +10.6% | 37,847 | +11.1% | 0.24% | -5.6% |
| Q2 2021 | $2,588,000 | – | 34,057 | – | 0.25% | – |
Download | ||||||
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% |