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 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
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 Q3 2023
NameSharesValueWeighting ↓
Meredith Wealth Planning 511,550$39,875,34729.64%
Bull Oak Capital, LLC 259,012$20,189,99522.09%
QUARRY HILL ADVISORS, LLC 271,454$21,159,85819.39%
SATOVSKY ASSET MANAGEMENT LLC 627,397$48,905,63416.56%
Creative Capital Management Investments LLC 282,858$22,048,78115.11%
Merriman Wealth Management, LLC 3,613,772$281,693,54314.57%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 351,365$27,388,90212.89%
CGC Financial Services, LLC 235,304$18,341,94912.82%
Werba Rubin Papier Wealth Management 460,374$35,886,11712.77%
WMG Financial Advisors, LLC 172,179$13,421,38611.40%
View complete list of AMERICAN CENTY ETF TR shareholders