AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,700,286 | +6.6% | 98,785 | +6.2% | 1.16% | -3.1% |
Q2 2023 | $7,222,265 | +15.7% | 93,058 | +10.4% | 1.20% | -7.1% |
Q1 2023 | $6,240,229 | -1.3% | 84,259 | -0.7% | 1.29% | -6.6% |
Q4 2022 | $6,325,245 | +17.8% | 84,891 | +4.6% | 1.38% | -14.7% |
Q3 2022 | $5,369,000 | +0.3% | 81,180 | +3.6% | 1.62% | -3.1% |
Q2 2022 | $5,355,000 | – | 78,333 | – | 1.67% | – |
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% |