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 | $1,308,381 | -4.0% | 17,555 | +6.1% | 0.54% | +6.3% |
| Q2 2023 | $1,363,267 | +123.3% | 16,553 | +94.7% | 0.51% | +97.7% |
| Q1 2023 | $610,417 | -33.3% | 8,503 | -27.5% | 0.26% | -33.0% |
| Q4 2022 | $914,607 | +26.9% | 11,735 | +21.6% | 0.38% | +24.4% |
| Q3 2022 | $721,000 | +55.4% | 9,654 | +42.2% | 0.31% | +64.2% |
| Q2 2022 | $464,000 | +2.4% | 6,790 | +15.9% | 0.19% | +13.3% |
| Q1 2022 | $453,000 | – | 5,860 | – | 0.16% | – |
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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% |