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 | $11,056,955 | +10.5% | 180,995 | +4.9% | 0.35% | +3.0% |
Q1 2024 | $10,003,076 | +38.8% | 172,586 | +32.5% | 0.34% | +25.7% |
Q4 2023 | $7,205,869 | +6.8% | 130,211 | +1.9% | 0.27% | -15.7% |
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% | – |
Download |
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% |