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 | $28,453 | -1.9% | 539 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29,003 | -94.0% | 539 | -94.1% | 0.01% | -94.2% |
| Q1 2023 | $483,075 | +4.8% | 9,133 | 0.0% | 0.17% | -1.1% |
| Q4 2022 | $460,789 | +10.0% | 9,133 | +0.0% | 0.17% | +4.8% |
| Q3 2022 | $419,000 | -11.8% | 9,130 | 0.0% | 0.17% | +5.7% |
| Q2 2022 | $475,000 | -12.2% | 9,130 | +0.0% | 0.16% | -4.3% |
| Q1 2022 | $541,000 | -5.9% | 9,128 | +0.4% | 0.16% | -4.1% |
| Q4 2021 | $575,000 | +2.0% | 9,090 | +3.8% | 0.17% | -4.5% |
| Q3 2021 | $564,000 | -7.2% | 8,757 | +0.0% | 0.18% | -9.1% |
| Q2 2021 | $608,000 | +10.1% | 8,755 | +4.2% | 0.20% | -7.1% |
| Q1 2021 | $552,000 | – | 8,405 | – | 0.21% | – |
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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% |