AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,074,204 | +1.9% | 13,781 | +1.5% | 0.58% | +4.9% |
| Q2 2023 | $1,053,990 | +2.5% | 13,581 | -2.2% | 0.55% | +0.7% |
| Q1 2023 | $1,028,371 | +1.0% | 13,886 | +1.6% | 0.55% | -4.0% |
| Q4 2022 | $1,018,221 | +9.1% | 13,666 | -3.1% | 0.57% | +3.8% |
| Q3 2022 | $933,000 | -10.1% | 14,109 | -7.1% | 0.55% | -5.8% |
| Q2 2022 | $1,038,000 | -21.7% | 15,185 | -8.5% | 0.58% | -19.6% |
| Q1 2022 | $1,325,000 | -9.9% | 16,588 | -10.1% | 0.72% | -12.9% |
| Q4 2021 | $1,471,000 | +3.2% | 18,448 | -2.2% | 0.83% | -2.5% |
| Q3 2021 | $1,426,000 | +3.1% | 18,864 | +3.6% | 0.85% | -1.5% |
| Q2 2021 | $1,383,000 | +44.5% | 18,201 | +37.4% | 0.86% | +36.9% |
| Q1 2021 | $957,000 | +2.9% | 13,249 | -19.0% | 0.63% | +77.0% |
| Q4 2020 | $930,000 | – | 16,364 | – | 0.36% | – |
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% |