AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 550 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,329,481 | -5.3% | 282,317 | -1.1% | 12.31% | -11.0% |
| Q1 2024 | $26,760,296 | +4.6% | 285,565 | +0.3% | 13.83% | -6.4% |
| Q4 2023 | $25,578,363 | +16.0% | 284,837 | +0.7% | 14.78% | -2.2% |
| Q3 2023 | $22,048,781 | +2.0% | 282,858 | +1.6% | 15.11% | -2.9% |
| Q2 2023 | $21,608,409 | +7.4% | 278,423 | +2.4% | 15.57% | +5.9% |
| Q1 2023 | $20,126,806 | +103050.9% | 271,773 | +3.8% | 14.71% | -13.6% |
| Q4 2022 | $19,512 | – | 261,874 | – | 17.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |