AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 12 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,214,838 | +10.7% | 110,212 | +3.7% | 1.00% | +0.3% |
| Q3 2023 | $5,613,164 | +40.2% | 106,330 | +42.8% | 0.99% | -16.8% |
| Q2 2023 | $4,002,370 | -28.4% | 74,469 | -29.6% | 1.19% | +23.9% |
| Q1 2023 | $5,591,804 | -62.6% | 105,725 | -61.8% | 0.96% | -7.8% |
| Q4 2022 | $14,943,616 | +5.2% | 276,734 | +0.6% | 1.04% | +0.8% |
| Q3 2022 | $14,205,000 | +86.1% | 275,031 | +101.3% | 1.04% | +95.7% |
| Q1 2022 | $7,635,000 | – | 136,656 | – | 0.53% | – |
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% |