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 ↓ |
|---|---|---|---|
| Savant Capital, LLC | 8,934,526 | $446,343,725 | 10.90% |
| WJ Interests, LLC | 220,195 | $11,108,829 | 9.22% |
| Waypoint Wealth Partners Inc. | 415,001 | $20,936,787 | 8.23% |
| Flagstone Financial Management | 229,452 | $11,575,857 | 7.05% |
| Ritter Daniher Financial Advisory LLC / DE | 265,053 | $13,371,924 | 6.37% |
| Versant Capital Management, Inc | 333,312 | $16,815,592 | 6.09% |
| Beaird Harris Wealth Management, LLC | 592,414 | $29,887,280 | 5.59% |
| Quantum Financial Advisors, LLC | 238,405 | $12,027,509 | 5.42% |
| Henrickson Nauta Wealth Advisors, Inc. | 119,673 | $6,037,482 | 4.79% |
| Highland Financial Advisors, LLC | 150,781 | $7,607 | 4.48% |