AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 267 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,500,051 | +19.3% | 122,771 | +13.2% | 0.62% | +16.2% |
| Q1 2024 | $6,287,581 | +5.7% | 108,481 | +2.8% | 0.53% | -1.8% |
| Q4 2023 | $5,949,092 | +14.0% | 105,499 | +6.7% | 0.54% | -1.3% |
| Q3 2023 | $5,220,143 | +1.5% | 98,885 | +3.4% | 0.55% | -0.2% |
| Q2 2023 | $5,145,009 | – | 95,614 | – | 0.55% | – |
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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% |