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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,255,340 | -4.9% | 41,761 | -5.3% | 1.81% | -5.2% |
| Q2 2023 | $3,422,816 | +7.5% | 44,102 | +2.6% | 1.91% | +0.3% |
| Q1 2023 | $3,182,687 | -4.3% | 42,974 | -3.8% | 1.90% | -11.3% |
| Q4 2022 | $3,327,056 | -1.4% | 44,652 | -12.4% | 2.15% | -9.2% |
| Q3 2022 | $3,373,000 | -8.4% | 50,995 | -5.3% | 2.36% | -9.9% |
| Q2 2022 | $3,681,000 | +4.1% | 53,844 | +21.5% | 2.62% | +5.9% |
| Q1 2022 | $3,535,000 | +8.8% | 44,310 | +8.7% | 2.48% | +11.5% |
| Q4 2021 | $3,249,000 | -80.7% | 40,751 | -81.7% | 2.22% | -63.5% |
| Q3 2021 | $16,873,000 | +2.0% | 223,163 | +1.7% | 6.08% | -10.6% |
| Q2 2021 | $16,549,000 | +0.1% | 219,454 | -4.1% | 6.81% | -24.9% |
| Q1 2021 | $16,527,000 | +29.9% | 228,859 | +2.2% | 9.06% | +11.6% |
| Q4 2020 | $12,727,000 | – | 223,918 | – | 8.12% | – |
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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% |