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 | $1,893,059 | -6.3% | 24,286 | -6.7% | 2.39% | +5.8% |
| Q2 2023 | $2,020,290 | +8.0% | 26,030 | +3.0% | 2.26% | +21.6% |
| Q1 2023 | $1,871,190 | -1.4% | 25,264 | -0.8% | 1.86% | -18.1% |
| Q4 2022 | $1,897,670 | +30.2% | 25,467 | +15.6% | 2.27% | +3.8% |
| Q3 2022 | $1,458,000 | -2.1% | 22,039 | +1.1% | 2.19% | +13.1% |
| Q2 2022 | $1,490,000 | -28.8% | 21,798 | -16.9% | 1.93% | +9.6% |
| Q1 2022 | $2,094,000 | -23.0% | 26,221 | -22.9% | 1.76% | -20.1% |
| Q4 2021 | $2,719,000 | – | 34,024 | – | 2.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |