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 | $8,328 | +0.2% | 157,765 | +2.2% | 4.31% | +0.7% |
| Q2 2023 | $8,309 | +2.5% | 154,415 | +0.8% | 4.28% | -2.7% |
| Q1 2023 | $8,104 | +6.5% | 153,229 | +1.6% | 4.40% | -1.8% |
| Q4 2022 | $7,607 | -99.9% | 150,781 | -0.7% | 4.48% | -7.4% |
| Q3 2022 | $6,971,000 | -0.7% | 151,773 | +12.5% | 4.84% | +0.5% |
| Q2 2022 | $7,021,000 | – | 134,935 | – | 4.81% | – |
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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% |