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 | $1,426,248 | -4.3% | 15,897 | 0.0% | 0.17% | -9.4% |
| Q1 2024 | $1,489,676 | +2.7% | 15,897 | -1.6% | 0.19% | -9.4% |
| Q4 2023 | $1,450,943 | +15.2% | 16,157 | +0.0% | 0.21% | +0.5% |
| Q3 2023 | $1,259,126 | -5.8% | 16,153 | -6.3% | 0.21% | -7.9% |
| Q2 2023 | $1,337,259 | +8.4% | 17,230 | +3.5% | 0.23% | -6.1% |
| Q1 2023 | $1,233,357 | +0.2% | 16,653 | +0.8% | 0.24% | -15.0% |
| Q4 2022 | $1,230,935 | +2.6% | 16,520 | -9.0% | 0.29% | -25.3% |
| Q3 2022 | $1,200,316 | -28.8% | 18,148 | -26.4% | 0.38% | -51.3% |
| Q2 2022 | $1,685,669 | +122.4% | 24,659 | +159.8% | 0.79% | +117.4% |
| Q1 2022 | $757,863 | +1.2% | 9,490 | +1.0% | 0.36% | +9.0% |
| Q4 2021 | $749,177 | – | 9,395 | – | 0.33% | – |
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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% |