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 ↓
Meredith Wealth Planning 464,505$34,401,25527.69%
QUARRY HILL ADVISORS, LLC 248,028$18,368,97717.28%
Litman Gregory Wealth Management LLC 608,876$45,175,04816.82%
SATOVSKY ASSET MANAGEMENT LLC 608,876$45,175,04816.82%
Creative Capital Management Investments LLC 271,773$20,126,80614.71%
Bull Oak Capital, LLC 247,281$18,313,59714.17%
Merriman Wealth Management, LLC 3,394,369$251,386,99812.95%
Werba Rubin Papier Wealth Management 417,782$30,940,91512.15%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 332,949$24,658,20311.93%
Team Hewins, LLC 299,133$22,153,77911.76%
View complete list of AMERICAN CENTY ETF TR shareholders