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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,590,413 | -4.6% | 20,403 | -5.0% | 0.33% | -1.8% |
| Q2 2023 | $1,666,598 | +4.8% | 21,474 | 0.0% | 0.34% | -6.7% |
| Q1 2023 | $1,590,364 | -1.6% | 21,474 | -1.1% | 0.36% | -7.0% |
| Q4 2022 | $1,617,016 | +28.7% | 21,702 | +14.3% | 0.39% | +12.9% |
| Q3 2022 | $1,256,000 | -11.0% | 18,992 | -8.0% | 0.34% | -14.5% |
| Q2 2022 | $1,411,000 | -14.5% | 20,647 | -0.1% | 0.40% | -5.7% |
| Q1 2022 | $1,651,000 | +284.0% | 20,673 | +283.2% | 0.42% | +244.7% |
| Q4 2021 | $430,000 | – | 5,395 | – | 0.12% | – |
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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% |