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 | $10,509,123 | -6.4% | 117,132 | -2.2% | 5.99% | -10.1% |
| Q1 2024 | $11,224,868 | +9.3% | 119,783 | +4.7% | 6.66% | -2.5% |
| Q4 2023 | $10,271,146 | +8.5% | 114,378 | -5.8% | 6.84% | -9.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |