AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 348 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 13.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,745,608 | +11.0% | 61,313 | +5.3% | 0.75% | +3.9% |
| Q1 2024 | $3,373,964 | +12.3% | 58,212 | +9.3% | 0.72% | +5.8% |
| Q4 2023 | $3,004,239 | +19.4% | 53,276 | +11.7% | 0.68% | -2.4% |
| 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 | 235,451 | $13,062,831 | 8.61% |
| Savant Capital, LLC | 10,192,843 | $548,476,859 | 8.58% |
| Aprio Wealth Management, LLC | 528,742 | $28,451,618 | 7.81% |
| Waypoint Wealth Partners Inc. | 414,938 | $22,327,805 | 7.64% |
| Ritter Daniher Financial Advisory LLC / DE | 309,009 | $16,627,759 | 6.89% |
| Versant Capital Management, Inc | 339,192 | $18,251,930 | 5.84% |
| Flagstone Financial Management | 194,193 | $10,449,543 | 4.91% |
| Echo Wealth Management, LLC | 79,980 | $4,464,458 | 4.82% |
| Annex Advisory Services, LLC | 1,538,542 | $82,788,973 | 4.60% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 194,639 | $10,473,553 | 4.56% |