AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 414 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,367 | -4.3% | 2,367 | 0.0% | 0.08% | -3.8% |
| Q1 2024 | $221,812 | +4.4% | 2,367 | 0.0% | 0.08% | -11.2% |
| Q4 2023 | $212,557 | -10.3% | 2,367 | -26.0% | 0.09% | -18.3% |
| Q1 2023 | $236,992 | -0.6% | 3,200 | 0.0% | 0.11% | -5.2% |
| Q4 2022 | $238,432 | -24.8% | 3,200 | -33.3% | 0.12% | -31.1% |
| Q3 2022 | $317,000 | -47.1% | 4,800 | -45.2% | 0.17% | -43.0% |
| Q2 2022 | $599,000 | -14.8% | 8,756 | 0.0% | 0.29% | -18.6% |
| Q1 2022 | $703,000 | -87.3% | 8,756 | -87.4% | 0.36% | -71.3% |
| Q4 2021 | $5,545,000 | -0.2% | 69,544 | -5.4% | 1.26% | -2.6% |
| Q3 2021 | $5,557,000 | +8.9% | 73,500 | 0.0% | 1.29% | +5.7% |
| Q2 2021 | $5,105,000 | -6.8% | 73,500 | -3.1% | 1.22% | -17.7% |
| Q1 2021 | $5,475,000 | +17.7% | 75,822 | +2.7% | 1.48% | +9.1% |
| Q4 2020 | $4,653,000 | – | 73,822 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |