AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 622 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,389,001 | +3.3% | 126,939 | +7.9% | 2.33% | -0.5% |
| Q1 2024 | $11,021,537 | +5.1% | 117,613 | +0.8% | 2.34% | -15.2% |
| Q4 2023 | $10,481,939 | +18.9% | 116,725 | +3.2% | 2.76% | +7.3% |
| Q3 2023 | $8,817,484 | +9.5% | 113,117 | +9.0% | 2.57% | +12.4% |
| Q2 2023 | $8,052,317 | +38.9% | 103,754 | +32.5% | 2.29% | +23.4% |
| Q1 2023 | $5,798,101 | +101.9% | 78,289 | +80.3% | 1.86% | +79.5% |
| Q4 2022 | $2,871,742 | -0.0% | 43,419 | 0.0% | 1.03% | +0.1% |
| Q3 2022 | $2,872,000 | +7.2% | 43,419 | +10.7% | 1.03% | +8.1% |
| Q2 2022 | $2,680,000 | -9.5% | 39,208 | +5.8% | 0.96% | +1.7% |
| Q1 2022 | $2,961,000 | +25.7% | 37,072 | +25.5% | 0.94% | +27.9% |
| Q4 2021 | $2,356,000 | – | 29,542 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 309,300 | $28,984,501 | 26.39% |
| Meredith Wealth Planning | 445,174 | $41,717,262 | 23.27% |
| QUARRY HILL ADVISORS, LLC | 291,191 | $27,287,486 | 20.08% |
| EAGLE WEALTH STRATEGIES LLC | 258,157 | $24,005,979 | 19.50% |
| Mason Investment Advisory Services, Inc. | 2,718,469 | $254,747,712 | 17.62% |
| Shotwell Rutter Baer Inc | 90,908 | $8,378,945 | 16.99% |
| SATOVSKY ASSET MANAGEMENT LLC | 617,160 | $57,834,108 | 16.92% |
| MB Generational Wealth, LLC | 218,757 | $20,499,747 | 16.09% |
| Merriman Wealth Management, LLC | 3,568,828 | $334,434,831 | 14.91% |
| Creative Capital Management Investments LLC | 285,565 | $26,760,296 | 13.83% |