AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 354 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,236,788 | -3.2% | 13,442 | -1.4% | 0.81% | -2.9% |
| Q1 2024 | $1,277,095 | +1.7% | 13,628 | -2.5% | 0.84% | -4.2% |
| Q4 2023 | $1,255,699 | +14.7% | 13,983 | -0.5% | 0.88% | +1.7% |
| Q3 2023 | $1,095,242 | +1.3% | 14,051 | +0.8% | 0.86% | +4.0% |
| Q2 2023 | $1,081,418 | -1.3% | 13,934 | -5.8% | 0.83% | -6.6% |
| Q1 2023 | $1,095,192 | +7.2% | 14,788 | +7.8% | 0.88% | -2.9% |
| Q4 2022 | $1,022,054 | +31.2% | 13,717 | +16.5% | 0.91% | +14.9% |
| Q3 2022 | $779,000 | -4.7% | 11,775 | -1.5% | 0.79% | +2.2% |
| Q2 2022 | $817,000 | -9.1% | 11,949 | +6.2% | 0.78% | -5.0% |
| Q1 2022 | $899,000 | +2.7% | 11,255 | +2.5% | 0.82% | +5.7% |
| Q4 2021 | $875,000 | – | 10,976 | – | 0.77% | – |
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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% |