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 | $3,379,132 | -0.7% | 43,350 | -1.2% | 1.12% | -0.1% |
| Q2 2023 | $3,404,098 | +9.2% | 43,862 | +4.2% | 1.12% | -1.0% |
| Q1 2023 | $3,116,425 | +6.6% | 42,080 | +7.3% | 1.14% | -6.2% |
| Q4 2022 | $2,923,201 | +21.3% | 39,232 | +7.7% | 1.21% | +0.5% |
| Q3 2022 | $2,409,000 | -34.1% | 36,425 | -31.9% | 1.20% | -29.3% |
| Q2 2022 | $3,654,000 | -7.9% | 53,451 | +7.5% | 1.70% | -9.7% |
| Q1 2022 | $3,969,000 | +77.0% | 49,699 | +76.7% | 1.89% | +52.4% |
| Q4 2021 | $2,243,000 | – | 28,132 | – | 1.24% | – |
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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% |