AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $621,661 | +9.3% | 11,024 | +2.3% | 0.34% | -4.7% |
| Q3 2023 | $568,602 | -7.1% | 10,771 | -5.3% | 0.36% | -4.0% |
| Q2 2023 | $612,090 | +1.2% | 11,375 | -0.5% | 0.38% | -7.6% |
| Q1 2023 | $604,762 | +0.3% | 11,434 | -4.4% | 0.41% | -11.1% |
| Q4 2022 | $603,248 | -19.8% | 11,957 | +2.6% | 0.46% | -38.8% |
| Q3 2022 | $752,000 | 0.0% | 11,657 | 0.0% | 0.75% | 0.0% |
| Q2 2022 | $752,000 | +8.5% | 11,657 | -0.3% | 0.75% | +31.7% |
| Q1 2022 | $693,000 | -7.0% | 11,696 | -0.6% | 0.57% | -7.5% |
| Q4 2021 | $745,000 | -0.9% | 11,766 | +0.9% | 0.61% | -17.9% |
| Q3 2021 | $752,000 | -6.7% | 11,657 | +0.5% | 0.75% | -5.0% |
| Q2 2021 | $806,000 | +6.2% | 11,594 | +1.8% | 0.79% | +4.4% |
| Q1 2021 | $759,000 | +24.6% | 11,391 | +15.6% | 0.75% | +29.6% |
| Q4 2020 | $609,000 | – | 9,856 | – | 0.58% | – |
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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% |