AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 622 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,952,498 | -18.2% | 32,908 | -14.6% | 0.28% | -17.3% |
| Q1 2024 | $3,609,610 | +2.2% | 38,519 | -2.1% | 0.34% | -12.5% |
| Q4 2023 | $3,533,564 | +19.7% | 39,349 | +3.9% | 0.39% | +4.8% |
| Q3 2023 | $2,953,209 | -1.3% | 37,886 | -1.7% | 0.37% | +1.6% |
| Q2 2023 | $2,991,914 | +8.6% | 38,551 | +3.6% | 0.37% | +1.4% |
| Q1 2023 | $2,755,727 | +9.8% | 37,209 | +10.5% | 0.36% | +3.4% |
| Q4 2022 | $2,509,790 | -34.3% | 33,684 | -41.7% | 0.35% | -41.5% |
| Q3 2022 | $3,821,000 | -40.8% | 57,775 | -38.9% | 0.60% | -38.8% |
| Q2 2022 | $6,459,000 | +29.1% | 94,488 | +50.8% | 0.98% | +38.6% |
| Q1 2022 | $5,005,000 | +19.4% | 62,668 | +19.2% | 0.70% | +28.2% |
| Q4 2021 | $4,192,000 | – | 52,574 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 309,300 | $28,984,501 | 26.39% |
| Meredith Wealth Planning | 445,174 | $41,717,262 | 23.27% |
| QUARRY HILL ADVISORS, LLC | 291,191 | $27,287,486 | 20.08% |
| EAGLE WEALTH STRATEGIES LLC | 258,157 | $24,005,979 | 19.50% |
| Mason Investment Advisory Services, Inc. | 2,718,469 | $254,747,712 | 17.62% |
| Shotwell Rutter Baer Inc | 90,908 | $8,378,945 | 16.99% |
| SATOVSKY ASSET MANAGEMENT LLC | 617,160 | $57,834,108 | 16.92% |
| MB Generational Wealth, LLC | 218,757 | $20,499,747 | 16.09% |
| Merriman Wealth Management, LLC | 3,568,828 | $334,434,831 | 14.91% |
| Creative Capital Management Investments LLC | 285,565 | $26,760,296 | 13.83% |