AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 348 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 13.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,375,455 | +11.8% | 38,884 | +6.1% | 0.02% | +6.7% |
| Q1 2024 | $2,124,963 | +13.1% | 36,663 | +10.0% | 0.02% | 0.0% |
| Q4 2023 | $1,879,201 | -17.3% | 33,325 | -22.6% | 0.02% | -25.0% |
| Q3 2023 | $2,272,625 | +24.2% | 43,050 | +34.3% | 0.02% | +25.0% |
| Q2 2023 | $1,829,943 | +8.3% | 32,062 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $1,689,632 | +12.7% | 31,946 | -49.0% | 0.02% | -78.7% |
| Q4 2022 | $1,499,212 | -47.2% | 62,657 | +1.5% | 0.08% | +127.3% |
| Q3 2022 | $2,837,000 | +65.5% | 61,761 | +87.4% | 0.03% | +120.0% |
| Q2 2022 | $1,714,000 | -14.1% | 32,951 | -2.1% | 0.02% | 0.0% |
| Q1 2022 | $1,996,000 | -4.5% | 33,665 | +2.0% | 0.02% | -6.2% |
| Q4 2021 | $2,089,000 | -33.5% | 32,996 | -32.2% | 0.02% | -20.0% |
| Q3 2021 | $3,140,000 | -2.5% | 48,675 | +5.2% | 0.02% | -28.6% |
| Q2 2021 | $3,219,000 | +18.6% | 46,275 | +12.0% | 0.03% | +7.7% |
| Q1 2021 | $2,715,000 | – | 41,322 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 235,451 | $13,062,831 | 8.61% |
| Savant Capital, LLC | 10,192,843 | $548,476,859 | 8.58% |
| Aprio Wealth Management, LLC | 528,742 | $28,451,618 | 7.81% |
| Waypoint Wealth Partners Inc. | 414,938 | $22,327,805 | 7.64% |
| Ritter Daniher Financial Advisory LLC / DE | 309,009 | $16,627,759 | 6.89% |
| Versant Capital Management, Inc | 339,192 | $18,251,930 | 5.84% |
| Flagstone Financial Management | 194,193 | $10,449,543 | 4.91% |
| Echo Wealth Management, LLC | 79,980 | $4,464,458 | 4.82% |
| Annex Advisory Services, LLC | 1,538,542 | $82,788,973 | 4.60% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 194,639 | $10,473,553 | 4.56% |