AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,718 | -1.9% | 4,200 | 0.0% | 0.05% | +2.2% |
| Q2 2023 | $226,002 | +1.7% | 4,200 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $222,138 | +4.8% | 4,200 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $211,890 | +9.8% | 4,200 | 0.0% | 0.05% | -9.4% |
| Q3 2022 | $193,000 | -11.9% | 4,200 | 0.0% | 0.05% | -10.2% |
| Q2 2022 | $219,000 | +157.6% | 4,200 | +192.5% | 0.06% | +51.3% |
| Q1 2022 | $85,000 | -68.0% | 1,436 | -65.8% | 0.04% | -48.0% |
| Q4 2021 | $266,000 | -1.8% | 4,200 | 0.0% | 0.08% | -17.6% |
| Q3 2021 | $271,000 | -11.4% | 4,200 | -4.6% | 0.09% | -18.0% |
| Q2 2021 | $306,000 | +5.9% | 4,404 | 0.0% | 0.11% | -11.2% |
| Q1 2021 | $289,000 | +6.2% | 4,404 | 0.0% | 0.12% | +1.6% |
| Q4 2020 | $272,000 | +19.3% | 4,404 | 0.0% | 0.12% | +4.2% |
| Q3 2020 | $228,000 | +31.8% | 4,404 | +20.2% | 0.12% | +24.2% |
| Q2 2020 | $173,000 | +18.5% | 3,664 | 0.0% | 0.10% | 0.0% |
| Q1 2020 | $146,000 | – | 3,664 | – | 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% |