AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,166,000 | – | 18,069 | – | 0.12% | – |
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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% |