AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |