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 | $1,669 | -2.9% | 31,700 | -1.1% | 0.14% | -3.4% |
| Q2 2023 | $1,719 | +2.1% | 32,056 | +0.6% | 0.15% | -5.8% |
| Q1 2023 | $1,683 | +4.8% | 31,873 | +0.1% | 0.16% | -4.3% |
| Q4 2022 | $1,606 | -99.8% | 31,837 | +96.7% | 0.16% | +101.2% |
| Q3 2022 | $742,000 | +51.1% | 16,189 | +68.1% | 0.08% | +11.0% |
| Q2 2022 | $491,000 | -34.7% | 9,630 | -23.9% | 0.07% | -13.1% |
| Q1 2022 | $752,000 | +6166.7% | 12,652 | +7386.4% | 0.08% | +8300.0% |
| Q4 2021 | $12,000 | +500.0% | 169 | +369.4% | 0.00% | – |
| Q3 2021 | $2,000 | – | 36 | – | 0.00% | – |
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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% |