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 | $345,871 | -68.1% | 3,855 | -66.7% | 0.06% | -71.0% |
| Q1 2024 | $1,085,630 | +8.1% | 11,585 | +3.6% | 0.21% | -14.8% |
| Q4 2023 | $1,004,413 | +30.0% | 11,185 | +12.8% | 0.24% | +20.3% |
| Q3 2023 | $772,874 | +12.7% | 9,915 | +12.2% | 0.20% | -1.9% |
| Q2 2023 | $685,684 | -13.5% | 8,835 | -17.4% | 0.21% | -14.5% |
| Q1 2023 | $792,253 | +14.8% | 10,697 | +15.5% | 0.24% | +1.3% |
| Q4 2022 | $690,335 | – | 9,265 | – | 0.24% | – |
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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% |