AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,723,248 | +228.8% | 297,846 | +235.2% | 0.02% | +155.6% |
| Q2 2023 | $4,781,738 | +63.8% | 88,860 | +61.0% | 0.01% | +80.0% |
| Q1 2023 | $2,919,519 | +102.3% | 55,200 | +93.0% | 0.01% | +66.7% |
| Q4 2022 | $1,443,000 | +126.5% | 28,608 | +106.0% | 0.00% | +200.0% |
| Q3 2022 | $637,000 | +5208.3% | 13,885 | +5685.4% | 0.00% | – |
| Q2 2022 | $12,000 | -91.4% | 240 | -89.8% | 0.00% | – |
| Q1 2022 | $140,000 | -15.2% | 2,356 | -9.5% | 0.00% | – |
| Q4 2021 | $165,000 | -1.8% | 2,603 | +0.2% | 0.00% | – |
| Q3 2021 | $168,000 | +1300.0% | 2,598 | +1343.3% | 0.00% | – |
| Q2 2021 | $12,000 | +20.0% | 180 | +20.0% | 0.00% | – |
| Q1 2021 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | – | 150 | – | 0.00% | – |
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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% |