AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,118 | -1.9% | 7,390 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $397,656 | +1.7% | 7,390 | 0.0% | 0.10% | -5.0% |
| Q1 2023 | $390,857 | +2.0% | 7,390 | -2.7% | 0.10% | -3.8% |
| Q4 2022 | $383,278 | +25.3% | 7,597 | +29.0% | 0.10% | +16.7% |
| Q2 2022 | $306,000 | -57.3% | 5,889 | -51.3% | 0.09% | -53.4% |
| Q1 2022 | $717,000 | -30.0% | 12,102 | -25.2% | 0.19% | -29.6% |
| Q4 2021 | $1,025,000 | +226.4% | 16,187 | +232.9% | 0.27% | +174.0% |
| Q3 2021 | $314,000 | -11.8% | 4,862 | -5.1% | 0.10% | -8.3% |
| Q2 2021 | $356,000 | +6.3% | 5,123 | +0.6% | 0.11% | +1.9% |
| Q1 2021 | $335,000 | +6.7% | 5,091 | 0.0% | 0.11% | +10.3% |
| Q4 2020 | $314,000 | – | 5,091 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 238,437 | $12,587,099 | 8.76% |
| Savant Capital, LLC | 11,084,365 | $585,143,632 | 8.73% |
| Waypoint Wealth Partners Inc. | 425,202 | $22,446,408 | 7.79% |
| Morton Brown Family Wealth, LLC | 282,208 | $14,897,760 | 7.62% |
| Ritter Daniher Financial Advisory LLC / DE | 320,468 | $16,917,491 | 7.14% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 350,354 | $18,495,192 | 6.04% |
| Annex Advisory Services, LLC | 1,825,048 | $96,344,324 | 5.83% |
| Versant Capital Management, Inc | 345,290 | $18,227,841 | 5.79% |
| Echo Wealth Management, LLC | 85,158 | $4,495,467 | 4.84% |
| Waypoint Capital Advisors, LLC | 260,316 | $13,742,082 | 4.61% |