Cypress Point Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

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
Cypress Point Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,441,412
+19.1%
44,149
+18.5%
3.02%
-1.8%
Q2 2023$2,890,615
+153.5%
37,245
+141.9%
3.08%
+91.5%
Q1 2023$1,140,228
+11.6%
15,396
+12.3%
1.61%
+0.4%
Q4 2022$1,021,75613,7131.60%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Meredith Wealth Planning 464,505$34,401,25527.69%
QUARRY HILL ADVISORS, LLC 248,028$18,368,97717.28%
Litman Gregory Wealth Management LLC 608,876$45,175,04816.82%
SATOVSKY ASSET MANAGEMENT LLC 608,876$45,175,04816.82%
Creative Capital Management Investments LLC 271,773$20,126,80614.71%
Bull Oak Capital, LLC 247,281$18,313,59714.17%
Merriman Wealth Management, LLC 3,394,369$251,386,99812.95%
Werba Rubin Papier Wealth Management 417,782$30,940,91512.15%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 332,949$24,658,20311.93%
Team Hewins, LLC 299,133$22,153,77911.76%
View complete list of AMERICAN CENTY ETF TR shareholders