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 | $9,469,286 | +35.2% | 121,479 | +34.6% | 7.52% | +28.2% |
| Q2 2023 | $7,002,869 | +28.5% | 90,231 | +22.6% | 5.87% | -2.8% |
| Q1 2023 | $5,451,493 | +12.2% | 73,609 | +12.9% | 6.04% | +0.7% |
| Q4 2022 | $4,856,709 | +63.4% | 65,182 | +45.0% | 6.00% | +49.1% |
| Q3 2022 | $2,973,000 | +14.9% | 44,954 | +18.7% | 4.02% | +33.4% |
| Q2 2022 | $2,588,000 | +48.6% | 37,861 | +73.5% | 3.02% | +84.6% |
| Q1 2022 | $1,742,000 | +333.3% | 21,818 | +333.1% | 1.63% | +356.1% |
| Q4 2021 | $402,000 | – | 5,038 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |