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 | $6,947,121 | -1.6% | 131,599 | +0.3% | 1.51% | +0.1% |
| Q2 2023 | $7,060,797 | +1.2% | 131,217 | -0.6% | 1.50% | -0.1% |
| Q1 2023 | $6,978,783 | +0.3% | 131,949 | -4.3% | 1.51% | -6.0% |
| Q4 2022 | $6,957,812 | +54.4% | 137,915 | +40.6% | 1.60% | +39.5% |
| Q3 2022 | $4,505,000 | -7.0% | 98,081 | +5.3% | 1.15% | +2.3% |
| Q2 2022 | $4,845,000 | +8.1% | 93,128 | +23.2% | 1.12% | +15.9% |
| Q1 2022 | $4,483,000 | +149.1% | 75,618 | +166.0% | 0.97% | +159.1% |
| Q4 2021 | $1,800,000 | +82.0% | 28,431 | +85.4% | 0.37% | +66.2% |
| Q3 2021 | $989,000 | +6.9% | 15,332 | +15.3% | 0.22% | +0.9% |
| Q2 2021 | $925,000 | +116.6% | 13,300 | +104.6% | 0.22% | +93.9% |
| Q1 2021 | $427,000 | – | 6,500 | – | 0.12% | – |
Download | ||||||
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% |