AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,101 | -42.3% | 8,280 | -41.2% | 0.26% | -45.7% |
| Q2 2023 | $757,537 | +1.4% | 14,078 | -0.3% | 0.48% | -7.1% |
| Q1 2023 | $746,965 | -5.3% | 14,123 | -9.6% | 0.52% | -9.3% |
| Q4 2022 | $788,534 | +6.8% | 15,630 | -2.7% | 0.57% | -26.0% |
| Q3 2022 | $738,000 | +112.1% | 16,067 | +140.5% | 0.77% | +73.9% |
| Q2 2022 | $348,000 | -1.7% | 6,682 | +11.9% | 0.44% | +20.0% |
| Q1 2022 | $354,000 | +4.4% | 5,972 | +11.4% | 0.37% | +2.2% |
| Q4 2021 | $339,000 | +16.9% | 5,360 | +19.1% | 0.36% | -25.5% |
| Q3 2021 | $290,000 | -25.8% | 4,500 | -20.0% | 0.49% | -18.3% |
| Q2 2021 | $391,000 | – | 5,625 | – | 0.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 238,437 | $12,587,099 | 8.76% |
| Savant Capital, LLC | 11,084,365 | $585,143,632 | 8.73% |
| Waypoint Wealth Partners Inc. | 425,202 | $22,446,408 | 7.79% |
| Morton Brown Family Wealth, LLC | 282,208 | $14,897,760 | 7.62% |
| Ritter Daniher Financial Advisory LLC / DE | 320,468 | $16,917,491 | 7.14% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 350,354 | $18,495,192 | 6.04% |
| Annex Advisory Services, LLC | 1,825,048 | $96,344,324 | 5.83% |
| Versant Capital Management, Inc | 345,290 | $18,227,841 | 5.79% |
| Echo Wealth Management, LLC | 85,158 | $4,495,467 | 4.84% |
| Waypoint Capital Advisors, LLC | 260,316 | $13,742,082 | 4.61% |