Cherry Tree Wealth Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 414 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.

Quarter-by-quarter ownership
Cherry Tree Wealth Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$2,982,114
+3.1%
33,238
+7.7%
0.75%
+2.9%
Q1 2024$2,893,330
+20.1%
30,875
+15.1%
0.73%
+13.2%
Q4 2023$2,408,272
+4008.3%
26,818
+3466.2%
0.64%
+3682.4%
Q3 2023$58,619
+463.6%
752
+461.2%
0.02%
+466.7%
Q2 2023$10,4001340.00%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sherrill & Hutchins Financial Advisory, Inc 313,697$28,170,00226.47%
Meredith Wealth Planning 444,502$39,916,30224.81%
QUARRY HILL ADVISORS, LLC 280,770$25,213,12120.47%
Mason Investment Advisory Services, Inc. 2,735,598$245,656,74518.08%
SATOVSKY ASSET MANAGEMENT LLC 616,944$55,401,53817.24%
MB Generational Wealth, LLC 196,830$17,675,36116.59%
Merriman Wealth Management, LLC 3,470,744$311,672,83115.15%
Creative Capital Management Investments LLC 284,837$25,578,36314.78%
Werba Rubin Papier Wealth Management 457,863$41,116,07913.96%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 348,753$31,318,01913.13%
View complete list of AMERICAN CENTY ETF TR shareholders