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 | $26,999,903 | +3.8% | 441,969 | -1.5% | 7.89% | +6.6% |
| Q1 2024 | $26,004,338 | +4.4% | 448,660 | +1.6% | 7.40% | -4.2% |
| Q4 2023 | $24,903,132 | +10.9% | 441,623 | +3.9% | 7.72% | -0.9% |
| Q3 2023 | $22,446,408 | +0.5% | 425,202 | +2.5% | 7.79% | +1.9% |
| Q2 2023 | $22,327,805 | +0.8% | 414,938 | -0.9% | 7.64% | -3.2% |
| Q1 2023 | $22,145,082 | +5.8% | 418,701 | +0.9% | 7.90% | -4.0% |
| Q4 2022 | $20,936,787 | +10.0% | 415,001 | +0.2% | 8.23% | +2.6% |
| Q3 2022 | $19,031,000 | -1.1% | 414,357 | +12.1% | 8.02% | +8.8% |
| Q2 2022 | $19,237,000 | -9.1% | 369,729 | +3.5% | 7.38% | -4.7% |
| Q1 2022 | $21,171,000 | +3.0% | 357,129 | +10.0% | 7.74% | +10.0% |
| Q4 2021 | $20,562,000 | -18.6% | 324,727 | -17.0% | 7.04% | -25.5% |
| Q3 2021 | $25,249,000 | +16.1% | 391,393 | +25.2% | 9.45% | +12.1% |
| Q2 2021 | $21,742,000 | +22.6% | 312,585 | +15.8% | 8.43% | -34.8% |
| Q1 2021 | $17,739,000 | +4.6% | 269,939 | -1.7% | 12.92% | -2.9% |
| Q4 2020 | $16,963,000 | – | 274,597 | – | 13.30% | – |
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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% |