Collaborative Wealth Managment Inc. - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,983,462
+13.9%
51,103
+13.4%
2.38%
+14.2%
Q2 2023$3,496,775
+13.6%
45,056
+8.4%
2.08%
+7.3%
Q1 2023$3,077,647
+1022.4%
41,556
+1029.2%
1.94%
+977.2%
Q4 2022$274,1973,6800.18%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
SATOVSKY ASSET MANAGEMENT LLC 551,844$37,763,00022.08%
Unison Advisors LLC 923,521$63,132,00016.28%
Merriman Wealth Management, LLC 3,019,945$206,443,00014.51%
Bull Oak Capital, LLC 219,873$15,031,00013.90%
WIPFLI FINANCIAL ADVISORS LLC, 1,057,192$72,269,676,0007.86%
Aprio Wealth Management, LLC 258,993$17,705,0007.05%
Truepoint, Inc. 1,963,721$134,240,0006.99%
Henrickson Nauta Wealth Advisors, Inc. 101,170$6,916,0006.32%
TCI Wealth Advisors, Inc. 568,422$38,857,0005.95%
B&D White Capital Company, LLC 196,610$13,440,0005.72%
View complete list of AMERICAN CENTY ETF TR shareholders