AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
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 | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |