AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,264 | -9.5% | 11,939 | -7.7% | 0.64% | +2.1% |
| Q2 2023 | $696,154 | +5.1% | 12,937 | +3.3% | 0.62% | +4.3% |
| Q1 2023 | $662,093 | +12.9% | 12,518 | +7.7% | 0.60% | +15.6% |
| Q4 2022 | $586,648 | +7.1% | 11,628 | +10.3% | 0.52% | +10.4% |
| Q2 2022 | $548,000 | +4.4% | 10,539 | +19.0% | 0.47% | +25.7% |
| Q1 2022 | $525,000 | +22.7% | 8,855 | +31.1% | 0.37% | +25.2% |
| Q4 2021 | $428,000 | – | 6,754 | – | 0.30% | – |
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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% |