AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,823 | -11.6% | 30,192 | -9.9% | 0.89% | -11.8% |
| Q2 2023 | $1,802,584 | +1.0% | 33,499 | -0.7% | 1.00% | -5.9% |
| Q1 2023 | $1,784,206 | +1.4% | 33,734 | -3.3% | 1.07% | -6.0% |
| Q4 2022 | $1,759,940 | -6.9% | 34,885 | -15.3% | 1.14% | -14.3% |
| Q3 2022 | $1,891,000 | -22.6% | 41,179 | -12.3% | 1.32% | -23.9% |
| Q2 2022 | $2,444,000 | -29.4% | 46,977 | -19.6% | 1.74% | -28.2% |
| Q1 2022 | $3,462,000 | -0.5% | 58,414 | +6.3% | 2.42% | +1.9% |
| Q4 2021 | $3,479,000 | -65.8% | 54,944 | -65.2% | 2.38% | -35.2% |
| Q3 2021 | $10,177,000 | -0.3% | 157,765 | +7.7% | 3.67% | -12.6% |
| Q2 2021 | $10,206,000 | +8.9% | 146,469 | +2.7% | 4.20% | -18.3% |
| Q1 2021 | $9,372,000 | +22.3% | 142,594 | +14.9% | 5.14% | +5.1% |
| Q4 2020 | $7,664,000 | – | 124,055 | – | 4.89% | – |
Download | ||||||
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% |