AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 257 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,495,657 | +6.3% | 89,960 | +0.9% | 2.30% | +10.7% |
| Q1 2024 | $5,169,858 | +1.2% | 89,197 | -1.6% | 2.08% | -2.9% |
| Q4 2023 | $5,109,554 | +12.8% | 90,611 | +5.6% | 2.14% | +0.5% |
| Q3 2023 | $4,529,382 | -1.9% | 85,800 | 0.0% | 2.13% | +1.1% |
| Q2 2023 | $4,616,898 | +1.9% | 85,800 | +0.2% | 2.11% | -3.7% |
| Q1 2023 | $4,529,658 | +5.6% | 85,643 | +0.7% | 2.19% | +1.2% |
| Q4 2022 | $4,290,621 | – | 85,047 | – | 2.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 235,451 | $13,062,831 | 8.61% |
| Savant Capital, LLC | 10,192,843 | $548,476,859 | 8.58% |
| Aprio Wealth Management, LLC | 528,742 | $28,451,618 | 7.81% |
| Waypoint Wealth Partners Inc. | 414,938 | $22,327,805 | 7.64% |
| Ritter Daniher Financial Advisory LLC / DE | 309,009 | $16,627,759 | 6.89% |
| Versant Capital Management, Inc | 339,192 | $18,251,930 | 5.84% |
| Flagstone Financial Management | 194,193 | $10,449,543 | 4.91% |
| Echo Wealth Management, LLC | 79,980 | $4,464,458 | 4.82% |
| Annex Advisory Services, LLC | 1,538,542 | $82,788,973 | 4.60% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 194,639 | $10,473,553 | 4.56% |