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 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q2 2022
NameSharesValueWeighting ↓
SATOVSKY ASSET MANAGEMENT LLC 551,844$37,763,00022.08%
Unison Advisors LLC 923,521$63,132,00016.28%
Merriman Wealth Management, LLC 3,019,945$206,443,00014.51%
Bull Oak Capital, LLC 219,873$15,031,00013.90%
WIPFLI FINANCIAL ADVISORS LLC, 1,057,192$72,269,676,0007.86%
Aprio Wealth Management, LLC 258,993$17,705,0007.05%
Truepoint, Inc. 1,963,721$134,240,0006.99%
Henrickson Nauta Wealth Advisors, Inc. 101,170$6,916,0006.32%
TCI Wealth Advisors, Inc. 568,422$38,857,0005.95%
B&D White Capital Company, LLC 196,610$13,440,0005.72%
View complete list of AMERICAN CENTY ETF TR shareholders