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 | $3,752,825 | +15.6% | 48,144 | +15.1% | 2.08% | +17.2% |
| Q2 2023 | $3,246,504 | +152.3% | 41,831 | +140.8% | 1.77% | +137.5% |
| Q1 2023 | $1,286,644 | -1.7% | 17,373 | -1.1% | 0.75% | +1972.2% |
| Q4 2022 | $1,308,545 | +11.3% | 17,562 | -1.2% | 0.04% | -95.2% |
| Q3 2022 | $1,176,000 | -3.3% | 17,783 | 0.0% | 0.76% | -13.1% |
| Q2 2022 | $1,216,000 | – | 17,783 | – | 0.87% | – |
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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% |