AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,016 | -16.8% | 38,688 | -17.2% | 0.01% | -21.4% |
| Q2 2023 | $3,626 | +1029.6% | 46,724 | +978.8% | 0.01% | +1300.0% |
| Q1 2023 | $321 | -88.0% | 4,331 | -87.9% | 0.00% | -92.3% |
| Q4 2022 | $2,665 | -99.9% | 35,771 | -7.3% | 0.01% | -13.3% |
| Q3 2022 | $2,553,000 | +475.0% | 38,598 | +494.1% | 0.02% | +400.0% |
| Q2 2022 | $444,000 | -26.2% | 6,497 | -13.7% | 0.00% | -25.0% |
| Q1 2022 | $602,000 | +6.0% | 7,532 | +5.7% | 0.00% | 0.0% |
| Q4 2021 | $568,000 | +7.8% | 7,128 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $527,000 | +9.1% | 6,971 | +9.7% | 0.00% | 0.0% |
| Q2 2021 | $483,000 | +19.0% | 6,353 | +13.0% | 0.00% | 0.0% |
| Q1 2021 | $406,000 | – | 5,622 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |