AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 391 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,086 | +8.0% | 17,779 | +2.5% | 0.00% | 0.0% |
| Q1 2024 | $1,006 | +56.0% | 17,349 | +51.7% | 0.00% | +33.3% |
| Q4 2023 | $645 | +2.4% | 11,436 | -4.2% | 0.00% | 0.0% |
| Q3 2023 | $630 | +29.1% | 11,935 | +31.6% | 0.00% | +50.0% |
| Q2 2023 | $488 | +38.6% | 9,066 | +36.1% | 0.00% | 0.0% |
| Q1 2023 | $352 | +30.4% | 6,661 | +24.6% | 0.00% | +100.0% |
| Q4 2022 | $270 | -99.9% | 5,344 | -7.4% | 0.00% | 0.0% |
| Q3 2022 | $265,000 | -14.8% | 5,773 | -3.4% | 0.00% | -50.0% |
| Q2 2022 | $311,000 | +50.2% | 5,977 | +71.0% | 0.00% | +100.0% |
| Q1 2022 | $207,000 | -24.2% | 3,495 | -18.8% | 0.00% | 0.0% |
| Q4 2021 | $273,000 | – | 4,305 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Vancouver Investment Management, LLC | 191,090 | $11,673,689 | 11.21% |
| Oak Root LLC | 1,187,668 | $72,554,638 | 9.67% |
| Morton Brown Family Wealth, LLC | 370,157 | $22,738,760 | 8.98% |
| Savant Capital, LLC | 14,181,306 | $866,335,996 | 8.67% |
| WJ Interests, LLC | 271,978 | $16,615,158 | 8.27% |
| Waypoint Wealth Partners Inc. | 441,969 | $26,999,903 | 7.89% |
| WEST PACES ADVISORS INC. | 439,913 | $26,874,265 | 7.01% |
| Shotwell Rutter Baer Inc | 123,934 | $7,752,058 | 6.87% |
| Ritter Daniher Financial Advisory LLC / DE | 349,276 | $21,337,251 | 6.80% |
| Valued Wealth Advisors LLC | 147,146 | $8,989,163 | 6.17% |