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 | $2,517,077 | -4.4% | 47,681 | -2.5% | 0.70% | +0.9% |
| Q2 2023 | $2,632,655 | +14.7% | 48,925 | +12.7% | 0.70% | +9.3% |
| Q1 2023 | $2,295,585 | +22.6% | 43,403 | +16.9% | 0.64% | +15.4% |
| Q4 2022 | $1,872,906 | +18.2% | 37,124 | +7.7% | 0.55% | +4.9% |
| Q3 2022 | $1,584,000 | +132.9% | 34,485 | +163.9% | 0.53% | +135.9% |
| Q2 2022 | $680,000 | -45.8% | 13,065 | -38.3% | 0.22% | -43.5% |
| Q1 2022 | $1,255,000 | +53.0% | 21,172 | +63.6% | 0.40% | +50.2% |
| Q4 2021 | $820,000 | – | 12,944 | – | 0.26% | – |
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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% |