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 | $340,212 | -1.9% | 6,445 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $346,786 | +3.4% | 6,445 | +1.6% | 0.01% | -7.1% |
| Q1 2023 | $335,481 | +2.3% | 6,343 | -2.4% | 0.01% | -6.7% |
| Q4 2022 | $327,824 | +8.9% | 6,498 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $301,000 | -11.5% | 6,544 | 0.0% | 0.02% | -34.8% |
| Q2 2022 | $340,000 | -12.4% | 6,544 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $388,000 | -5.6% | 6,544 | +0.7% | 0.02% | 0.0% |
| Q4 2021 | $411,000 | -1.4% | 6,498 | +0.6% | 0.02% | -12.0% |
| Q3 2021 | $417,000 | +60.4% | 6,460 | +72.8% | 0.02% | +66.7% |
| Q2 2021 | $260,000 | +20.9% | 3,738 | +14.3% | 0.02% | 0.0% |
| Q1 2021 | $215,000 | +6.4% | 3,271 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $202,000 | – | 3,271 | – | 0.02% | – |
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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% |