AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,368,460 | +420.6% | 97,272 | +397.9% | 0.30% | +309.6% |
| Q3 2023 | $1,031,235 | -2.0% | 19,535 | -0.1% | 0.07% | -2.7% |
| Q2 2023 | $1,052,606 | +56.5% | 19,562 | +46.7% | 0.08% | +23.0% |
| Q4 2022 | $672,659 | +16.8% | 13,333 | +6.3% | 0.06% | -9.0% |
| Q3 2022 | $576,000 | -28.8% | 12,546 | -19.3% | 0.07% | -30.9% |
| Q2 2022 | $809,000 | -16.0% | 15,540 | -4.4% | 0.10% | -28.7% |
| Q1 2022 | $963,000 | +9.3% | 16,253 | +16.8% | 0.14% | +21.4% |
| Q4 2021 | $881,000 | -24.1% | 13,914 | -22.7% | 0.11% | +17.9% |
| Q3 2021 | $1,161,000 | +29.0% | 18,001 | +39.1% | 0.10% | +9.2% |
| Q2 2021 | $900,000 | – | 12,943 | – | 0.09% | – |
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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% |