Truepoint, Inc. - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.

Quarter-by-quarter ownership
Truepoint, Inc. ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$23,512,431
-3.8%
445,396
-1.9%
0.76%
-6.7%
Q2 2023$24,443,276
-1.0%
454,252
-2.7%
0.81%
-4.8%
Q1 2023$24,685,818
+2.5%
466,739
-2.2%
0.85%
-2.3%
Q4 2022$24,074,329
-3.8%
477,192
-12.4%
0.87%
-32.1%
Q3 2022$25,029,000
+55.4%
544,932
+76.1%
1.28%
+53.0%
Q2 2022$16,104,000
-35.8%
309,513
-26.8%
0.84%
-29.5%
Q1 2022$25,077,000
+454.4%
423,022
+492.2%
1.19%
+463.0%
Q4 2021$4,523,000
+56.6%
71,429
+59.6%
0.21%
+45.5%
Q3 2021$2,888,000
+2.7%
44,767
+10.8%
0.14%
-7.1%
Q2 2021$2,811,000
+6.5%
40,420
+0.6%
0.16%
-4.9%
Q1 2021$2,639,000
+6.3%
40,164
-0.0%
0.16%
-0.6%
Q4 2020$2,482,000
+20.7%
40,170
+1.1%
0.16%
+5.1%
Q3 2020$2,056,000
+9.7%
39,751
+0.3%
0.16%
+4.0%
Q2 2020$1,875,000
-99.9%
39,651
+9.9%
0.15%
+15.3%
Q1 2020$1,432,675,00036,0720.13%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Savant Capital, LLC 8,934,526$446,343,72510.90%
WJ Interests, LLC 220,195$11,108,8299.22%
Waypoint Wealth Partners Inc. 415,001$20,936,7878.23%
Flagstone Financial Management 229,452$11,575,8577.05%
Ritter Daniher Financial Advisory LLC / DE 265,053$13,371,9246.37%
Versant Capital Management, Inc 333,312$16,815,5926.09%
Beaird Harris Wealth Management, LLC 592,414$29,887,2805.59%
Quantum Financial Advisors, LLC 238,405$12,027,5095.42%
Henrickson Nauta Wealth Advisors, Inc. 119,673$6,037,4824.79%
Highland Financial Advisors, LLC 150,781$7,6074.48%
View complete list of AMERICAN CENTY ETF TR shareholders