CASTLE WEALTH MANAGEMENT LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$4,154,862
-3.8%
53,302
-4.2%
2.96%
-1.7%
Q2 2023$4,319,166
-1.3%
55,652
-5.9%
3.01%
-11.1%
Q1 2023$4,378,114
+7.1%
59,116
+7.8%
3.39%
+31.9%
Q4 2022$4,086,518
+42.4%
54,845
+26.4%
2.57%
+47.6%
Q3 2022$2,870,000
-1.0%
43,386
+2.3%
1.74%
+3.3%
Q2 2022$2,898,00042,3941.69%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Unison Advisors LLC 896,619$71,605,00017.26%
WIPFLI FINANCIAL ADVISORS LLC, 1,159,126$92,567,767,0009.34%
Merriman Wealth Management, LLC 1,311,363$104,725,0008.60%
Truepoint, Inc. 2,144,286$171,243,0008.12%
B&D White Capital Company, LLC 284,060$22,685,0007.23%
Henrickson Nauta Wealth Advisors, Inc. 101,145$8,077,0006.72%
TCI Wealth Advisors, Inc. 538,494$43,004,0006.44%
Hill Investment Group Partners, LLC 230,955$18,444,1056.04%
Aprio Wealth Management, LLC 180,597$14,422,0005.50%
Marquette Asset Management, LLC 283,426$22,634,0005.26%
View complete list of AMERICAN CENTY ETF TR shareholders