Carlson Capital Management - 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
Carlson Capital Management ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$17,476,974
+0.1%
331,066
+2.0%
1.04%
-1.8%
Q2 2023$17,462,260
+5.9%
324,517
+4.1%
1.06%
-1.0%
Q1 2023$16,482,957
+5.1%
311,646
+0.3%
1.07%
-5.7%
Q4 2022$15,677,741
+49.1%
310,758
+35.8%
1.13%
+26.5%
Q3 2022$10,512,000
+235.3%
228,880
+279.9%
0.89%
+223.9%
Q2 2022$3,135,000
-60.2%
60,255
-54.6%
0.28%
-58.1%
Q1 2022$7,872,000
+134.1%
132,798
+150.1%
0.66%
+125.3%
Q4 2021$3,362,000
+188.3%
53,101
+193.9%
0.29%
+135.5%
Q3 2021$1,166,00018,0690.12%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
WJ Interests, LLC 238,437$12,587,0998.76%
Savant Capital, LLC 11,084,365$585,143,6328.73%
Waypoint Wealth Partners Inc. 425,202$22,446,4087.79%
Morton Brown Family Wealth, LLC 282,208$14,897,7607.62%
Ritter Daniher Financial Advisory LLC / DE 320,468$16,917,4917.14%
GREENUP STREET WEALTH MANAGEMENT LLC 350,354$18,495,1926.04%
Annex Advisory Services, LLC 1,825,048$96,344,3245.83%
Versant Capital Management, Inc 345,290$18,227,8415.79%
Echo Wealth Management, LLC 85,158$4,495,4674.84%
Waypoint Capital Advisors, LLC 260,316$13,742,0824.61%
View complete list of AMERICAN CENTY ETF TR shareholders