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 | $691,031 | -7.5% | 8,861 | -7.9% | 0.01% | 0.0% |
| Q2 2023 | $746,965 | +3.9% | 9,624 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $718,777 | -22.9% | 9,706 | -22.5% | 0.01% | -27.3% |
| Q4 2022 | $932,714 | +16.6% | 12,517 | +3.6% | 0.01% | +10.0% |
| Q3 2022 | $800,000 | +61.0% | 12,086 | +66.1% | 0.01% | +66.7% |
| Q2 2022 | $497,000 | +70.2% | 7,278 | +98.8% | 0.01% | +100.0% |
| Q1 2022 | $292,000 | +15.9% | 3,661 | +16.1% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | +25.4% | 3,152 | +18.8% | 0.00% | +50.0% |
| Q3 2021 | $201,000 | -30.2% | 2,654 | -30.1% | 0.00% | -33.3% |
| Q2 2021 | $288,000 | +5.1% | 3,796 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $274,000 | – | 3,790 | – | 0.00% | – |
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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% |