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 | $5,701,701 | +19.3% | 61,203 | +18.0% | 0.36% | +2.9% |
| Q1 2024 | $4,780,196 | +10.5% | 51,863 | +5.7% | 0.35% | -1.4% |
| Q4 2023 | $4,326,665 | +49.9% | 49,077 | +30.1% | 0.35% | +21.2% |
| Q3 2023 | $2,887,029 | +23.0% | 37,714 | +27.7% | 0.29% | +15.4% |
| Q2 2023 | $2,346,527 | +10.3% | 29,527 | +1.5% | 0.25% | -10.0% |
| Q1 2023 | $2,127,779 | +3.3% | 29,084 | +8.0% | 0.28% | -8.8% |
| Q4 2022 | $2,060,257 | +580.0% | 26,935 | +488.0% | 0.31% | +404.9% |
| Q3 2022 | $303,000 | +20.7% | 4,581 | +24.9% | 0.06% | +13.0% |
| Q2 2022 | $251,000 | – | 3,669 | – | 0.05% | – |
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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% |