AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |