AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 369 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,991,955 | +3.0% | 147,192 | -2.3% | 2.33% | -2.7% |
Q1 2024 | $8,733,721 | +1.3% | 150,685 | -1.5% | 2.39% | -7.9% |
Q4 2023 | $8,624,473 | +22.3% | 152,943 | +14.5% | 2.60% | +2.3% |
Q3 2023 | $7,053,333 | +8.2% | 133,611 | +10.2% | 2.54% | +7.4% |
Q2 2023 | $6,521,700 | +5.3% | 121,199 | +3.5% | 2.36% | 0.0% |
Q1 2023 | $6,195,179 | +10.1% | 117,133 | +5.1% | 2.36% | -1.7% |
Q4 2022 | $5,624,331 | +91.1% | 111,483 | +74.0% | 2.41% | +85.2% |
Q3 2022 | $2,943,000 | -1.0% | 64,066 | +12.1% | 1.30% | +0.9% |
Q2 2022 | $2,973,000 | +3.5% | 57,149 | +18.0% | 1.29% | -8.4% |
Q1 2022 | $2,872,000 | +21.6% | 48,441 | +29.9% | 1.41% | +28.1% |
Q4 2021 | $2,362,000 | +34.3% | 37,304 | +36.8% | 1.10% | +25.8% |
Q3 2021 | $1,759,000 | +34.0% | 27,268 | +44.5% | 0.87% | +25.6% |
Q2 2021 | $1,313,000 | +48.7% | 18,872 | +40.4% | 0.70% | +25.5% |
Q1 2021 | $883,000 | +81.7% | 13,438 | +70.7% | 0.55% | +65.4% |
Q4 2020 | $486,000 | – | 7,871 | – | 0.34% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fort Vancouver Investment Management, LLC | 191,090 | $11,673,689 | 11.21% |
Oak Root LLC | 1,187,668 | $72,554,638 | 9.67% |
Morton Brown Family Wealth, LLC | 370,157 | $22,738,760 | 8.98% |
Savant Capital, LLC | 14,181,306 | $866,335,996 | 8.67% |
WJ Interests, LLC | 271,978 | $16,615,158 | 8.27% |
Waypoint Wealth Partners Inc. | 441,969 | $26,999,903 | 7.89% |
WEST PACES ADVISORS INC. | 439,913 | $26,874,265 | 7.01% |
Shotwell Rutter Baer Inc | 123,934 | $7,752,058 | 6.87% |
Ritter Daniher Financial Advisory LLC / DE | 349,276 | $21,337,251 | 6.80% |
Valued Wealth Advisors LLC | 147,146 | $8,989,163 | 6.17% |