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 | $432,878 | -5.2% | 8,200 | -3.3% | 0.15% | -18.7% |
| Q2 2023 | $456,470 | -13.4% | 8,483 | -14.9% | 0.19% | -18.3% |
| Q1 2023 | $526,943 | +9.3% | 9,963 | +4.2% | 0.23% | +6.5% |
| Q4 2022 | $482,201 | -5.3% | 9,558 | -13.8% | 0.22% | -22.4% |
| Q3 2022 | $509,000 | -34.7% | 11,086 | -26.0% | 0.28% | -35.9% |
| Q2 2022 | $779,000 | -16.3% | 14,974 | -4.6% | 0.43% | -13.3% |
| Q1 2022 | $931,000 | +197.4% | 15,704 | +217.7% | 0.50% | +167.7% |
| Q4 2021 | $313,000 | – | 4,943 | – | 0.19% | – |
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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% |