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 | $6,747,835 | +7.1% | 127,824 | +9.1% | 0.32% | -2.4% |
| Q2 2023 | $6,302,449 | +10.1% | 117,124 | +8.2% | 0.33% | -2.4% |
| Q1 2023 | $5,724,475 | +9.8% | 108,234 | +4.8% | 0.34% | -5.9% |
| Q4 2022 | $5,212,222 | +26.9% | 103,315 | +15.5% | 0.36% | +13.7% |
| Q3 2022 | $4,107,000 | -1.8% | 89,426 | +11.2% | 0.31% | -2.5% |
| Q2 2022 | $4,184,000 | -8.1% | 80,406 | +4.7% | 0.32% | +1.3% |
| Q1 2022 | $4,552,000 | -6.3% | 76,789 | +0.0% | 0.32% | -8.6% |
| Q4 2021 | $4,860,000 | +25.4% | 76,754 | +27.7% | 0.35% | +18.8% |
| Q3 2021 | $3,877,000 | +31.3% | 60,102 | +41.6% | 0.29% | +24.8% |
| Q2 2021 | $2,952,000 | – | 42,435 | – | 0.23% | – |
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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% |